Concurrent Investment Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PREF
# of Institutions
107Shares Held
41.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8MShares$150 Million0.01% of portfolio
-
Ubs Group Ag6.52MShares$122 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.29MShares$98.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.98MShares$93 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.76MShares$32.9 Million0.01% of portfolio