Concurrent Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 753,068 shares of LMBS stock, worth $36.8 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

753,068

Previous 704,129 6.95%

Holding current value

$36.8 Million

Previous $33.8 Billion 9.98%

% of portfolio

1.1%

Previous 1.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$47.95 - $49.61 $2.35 Million - $2.43 Million	48,939 Added 6.95%	753,068 $37.2 Billion
Q2 2024 Jul 30, 2024	BUY	$47.58 - $48.41 $3.88 Million - $3.95 Million	81,638 Added 13.11%	704,129 $33.8 Billion
Q1 2024 May 07, 2024	BUY	$47.95 - $48.49 $5.28 Million - $5.34 Million	110,207 Added 21.51%	622,491 $30 Billion
Q4 2023 Apr 15, 2024	BUY	$46.58 - $48.36 $23.9 Million - $24.8 Million	512,284 New	512,284 $24.8 Billion

Others Institutions Holding LMBS

# of Institutions

421

Shares Held

68.8M

Call Options Held

200

Put Options Held

2.6K

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History