Concurrent Investment Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,518 shares of GRID stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,518Holding current value
$1.13 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
313Shares Held
9.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$157 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$99.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC773KShares$91.7 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$46.6 Million0.01% of portfolio
-
Ubs Group Ag373KShares$44.2 Million0.01% of portfolio