Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,986 shares of IEO stock, worth $389,113. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,986
Previous 3,976
0.25%
Holding current value
$389,113
Previous $425 Million
6.73%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IEO
# of Institutions
193Shares Held
2.93MCall Options Held
54.9KPut Options Held
36K-
Morgan Stanley New York, NY513KShares$50 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC171KShares$16.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA128KShares$12.5 Million0.0% of portfolio
-
Altus Wealth Management, LLC103KShares$10 Million4.92% of portfolio
-
Royal Bank Of Canada Toronto, A6103KShares$10 Million0.0% of portfolio