Concurrent Investment Advisors, LLC First Trust Small Cap Growth A Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 78,765 shares of FYC stock, worth $5.16 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
78,765
Previous 82,864
4.95%
Holding current value
$5.16 Million
Previous $5.21 Billion
0.75%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FYC
# of Institutions
79Shares Held
2.75MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC464KShares$30.4 Million0.02% of portfolio
-
First Trust Advisors LP Wheaton, IL311KShares$20.4 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$13.7 Million4.52% of portfolio
-
Royal Bank Of Canada Toronto, A6177KShares$11.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY159KShares$10.4 Million0.0% of portfolio