Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 17,954 shares of MBB stock, worth $1.65 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,954
Previous 17,481
2.71%
Holding current value
$1.65 Million
Previous $1.6 Billion
7.18%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
915Shares Held
313MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.71 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.68 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.31 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.66 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.55 Billion0.68% of portfolio