Concurrent Investment Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
289Shares Held
7.48MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.09MShares$118 Million0.11% of portfolio
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Hsbc Holdings PLC London, X0635KShares$69.1 Million0.04% of portfolio
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Destination Wealth Management619KShares$67.4 Million2.0% of portfolio
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Morgan Stanley New York, NY524KShares$57 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC499KShares$54.3 Million0.0% of portfolio