Concurrent Investment Advisors, LLC Ishares Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,659 shares of ICLN stock, worth $355,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,659
Previous 33,618
5.83%
Holding current value
$355,213
Previous $448 Million
3.86%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ICLN
# of Institutions
560Shares Held
45.5MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$71.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$36.5 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$30.6 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$18.5 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$16.9 Million3.66% of portfolio