Concurrent Investment Advisors, LLC Invesco Ex Tr Self Indx Fd Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 29,135 shares of IMFL stock, worth $800,629. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,135
Previous 20,172
44.43%
Holding current value
$800,629
Previous $496 Million
62.45%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IMFL
# of Institutions
49Shares Held
17.1MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA14.5MShares$397 Million0.07% of portfolio
-
Stewardship Advisors, LLC575KShares$15.8 Million4.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$8.57 Million0.0% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI218KShares$5.99 Million1.33% of portfolio
-
Total Clarity Wealth Management, Inc.162KShares$4.44 Million1.36% of portfolio