Concurrent Investment Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,788 shares of FUMB stock, worth $237,292. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,788
Previous 11,397
3.43%
Holding current value
$237,292
Previous $229 Million
3.3%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FUMB
# of Institutions
90Shares Held
7.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$21.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC967KShares$19.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA611KShares$12.3 Million0.08% of portfolio
-
Rockefeller Capital Management L.P. New York, NY516KShares$10.4 Million0.03% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA268KShares$5.4 Million3.12% of portfolio