Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 40,742 shares of MBB stock, worth $3.76 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
40,742
Previous 26,030
56.52%
Holding current value
$3.76 Million
Previous $2.45 Billion
53.76%
% of portfolio
0.15%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
900Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.6 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.33 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.05 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$1.56 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.26 Billion0.35% of portfolio