Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,398 shares of FXL stock, worth $2.99 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,398
Previous 18,250
6.29%
Holding current value
$2.99 Million
Previous $2.49 Billion
8.15%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding FXL
# of Institutions
238Shares Held
5.7MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$127 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$102 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$68.8 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$42.4 Million0.02% of portfolio
-
Rvw Wealth, LLC201KShares$30.9 Million2.74% of portfolio