Concurrent Investment Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 40,148 shares of SGOV stock, worth $4.04 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
40,148
Previous 37,567
6.87%
Holding current value
$4.04 Million
Previous $3.78 Billion
6.45%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
789Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio