Concurrent Investment Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 37,567 shares of SGOV stock, worth $3.78 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
37,567
Previous 192,917
80.53%
Holding current value
$3.78 Million
Previous $19.4 Billion
80.52%
% of portfolio
0.11%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
708Shares Held
91.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio