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 $34.5 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
568,765
Previous 556,185
2.26%
Holding current value
$34.5 Million
Previous $31.9 Billion
4.05%
% of portfolio
0.98%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
325Shares Held
42.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$417 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$254 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$251 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$170 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$101 Million0.06% of portfolio