Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 22,233 shares of SCHV stock, worth $580,058. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,233Holding current value
$580,058% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$508 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio