Concurrent Investment Advisors, LLC First Tr Tactical High Yield L Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 77,265 shares of HYLS stock, worth $3.22 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
77,265
Previous 78,695
1.82%
Holding current value
$3.22 Million
Previous $3.29 Billion
1.25%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding HYLS
# of Institutions
235Shares Held
25.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.99MShares$250 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.6MShares$150 Million0.05% of portfolio
-
First Trust Advisors LP Wheaton, IL2.79MShares$116 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$73.6 Million0.01% of portfolio
-
Ubs Group Ag1.04MShares$43.3 Million0.01% of portfolio