Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,261 shares of SLQD stock, worth $408,754. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,261
Previous 8,575
3.66%
Holding current value
$408,754
Previous $422 Million
3.62%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
239Shares Held
47.7MCall Options Held
0Put Options Held
0-
Williams Financial, LLC Bennington, VT23.5MShares$1.16 Billion12.0% of portfolio
-
Morgan Stanley New York, NY2.74MShares$136 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$83.8 Million0.02% of portfolio
-
Ubs Group Ag1.25MShares$61.9 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50 Million1.7% of portfolio