Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,873 shares of SCHA stock, worth $525,801. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,873Holding current value
$525,801% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
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Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
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Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
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Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio