Concurrent Investment Advisors, LLC First Trust Multi Asset Divers Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 38,941 shares of MDIV stock, worth $613,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,941
Previous 32,598 19.46%
Holding current value
$613,710
Previous $533 Million 15.5%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$14.96 - $16.41 $94,891 - $104,088
6,343 Added 19.46%
38,941 $616 Million
Q1 2025

Apr 29, 2025
BUY
$16.02 - $16.68 $522,219 - $543,734
32,598 New
32,598 $533 Million

Others Institutions Holding MDIV

# of Institutions
109
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST MULTI-ASSET DIVERS

MDIV Quotes by TradingView
  • Ticker MDIV
  • Sector ETFs
  • Industry ETFs
More about MDIV
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