Concurrent Investment Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 568,765 shares of FV stock, worth $34.8 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
568,765
Previous 556,185
2.26%
Holding current value
$34.8 Million
Previous $31.9 Billion
4.05%
% of portfolio
0.98%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
314Shares Held
42.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$408 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$257 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$256 Million0.11% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
-
Ubs Group Ag1.79MShares$109 Million0.03% of portfolio