Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 17,057 shares of FXL stock, worth $2.34 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,057
Previous 27,730
38.49%
Holding current value
$2.34 Million
Previous $3.55 Billion
35.25%
% of portfolio
0.09%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FXL
# of Institutions
228Shares Held
5.99MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY869KShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA737KShares$101 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$58.5 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL244KShares$33.5 Million0.02% of portfolio
-
Ubs Group Ag215KShares$29.4 Million0.01% of portfolio