Concurrent Investment Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,453 shares of IAI stock, worth $2.13 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,453
Previous 14,504
0.35%
Holding current value
$2.13 Million
Previous $1.86 Billion
11.69%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IAI
# of Institutions
195Shares Held
10.5MCall Options Held
26.7KPut Options Held
7.1K-
Envestnet Asset Management Inc1.2MShares$176 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.14MShares$167 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$130 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$128 Million0.05% of portfolio
-
Janney Montgomery Scott LLC765KShares$113 Million0.31% of portfolio