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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 775,525 shares of LMBS stock, worth $38.8 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

775,525

Previous 742,056 4.51%

Holding current value

$38.8 Million

Previous $36.5 Billion 4.72%

% of portfolio

0.74%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$48.5 - $49.35 $1.62 Million - $1.65 Million	33,469 Added 4.51%	775,525 $38.2 Billion
Q1 2025 Apr 29, 2025	BUY	$48.31 - $49.23 $1.77 Million - $1.8 Million	36,557 Added 5.18%	742,056 $36.5 Billion
Q4 2024 Feb 03, 2025	SELL	$48.48 - $49.47 $2.31 Million - $2.35 Million	-47,569 Reduced 6.32%	705,499 $34.3 Billion
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

464

Shares Held

85.8M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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