Concurrent Investment Advisors, LLC First Tr Small Cap Core Alphad Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 70,057 shares of FYX stock, worth $7.01 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
70,057Holding current value
$7.01 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY768KShares$76.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA630KShares$63 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC603KShares$60.3 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC445KShares$44.5 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL443KShares$44.3 Million0.02% of portfolio