Concurrent Investment Advisors, LLC Flexshares Quality Div Defensi Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Flexshares Quality Div Defensi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,421 shares of QDEF stock, worth $272,106. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,421
Previous 3,407
0.41%
Holding current value
$272,106
Previous $252 Million
8.45%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding QDEF
# of Institutions
100Shares Held
4.81MCall Options Held
0Put Options Held
700-
Northern Trust Corp Chicago, IL3.38MShares$269 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$13.1 Million0.0% of portfolio
-
Rvw Wealth, LLC88.3KShares$7.02 Million0.61% of portfolio
-
Bank Of America Corp Charlotte, NC70.6KShares$5.62 Million0.0% of portfolio
-
Sloy Dahl & Holst, LLC68.6KShares$5.46 Million0.66% of portfolio