Concurrent Investment Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 556,185 shares of FV stock, worth $32.5 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
556,185
Previous 548,616
1.38%
Holding current value
$32.5 Million
Previous $31.4 Billion
1.44%
% of portfolio
1.05%
Previous 1.27%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
310Shares Held
42.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$390 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.21MShares$246 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$246 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$168 Million0.26% of portfolio
-
Ubs Group Ag1.79MShares$104 Million0.03% of portfolio