Concurrent Investment Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,220 shares of IWL stock, worth $302,919. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,220Holding current value
$302,919% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
198Shares Held
7.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY608KShares$83 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$78.9 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$78.7 Million7.69% of portfolio
-
Gilbert & Cook, Inc.504KShares$68.8 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$50.3 Million0.01% of portfolio