Concurrent Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 208,299 shares of FVD stock, worth $9.57 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
208,299
Previous 200,354 3.97%
Holding current value
$9.57 Million
Previous $8.16 Billion 16.06%
% of portfolio
0.28%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$40.45 - $45.49 $321,375 - $361,418
7,945 Added 3.97%
208,299 $9.48 Billion
Q2 2024

Jul 30, 2024
BUY
$39.94 - $42.43 $1.22 Million - $1.29 Million
30,449 Added 17.92%
200,354 $8.16 Billion
Q1 2024

May 07, 2024
BUY
$39.94 - $42.23 $1.24 Million - $1.31 Million
31,089 Added 22.4%
169,905 $7.18 Billion
Q4 2023

Apr 15, 2024
BUY
$36.09 - $40.63 $5.01 Million - $5.64 Million
138,816 New
138,816 $5.63 Billion

Others Institutions Holding FVD

# of Institutions
584
Shares Held
139M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email