Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 9,468 shares of SLQD stock, worth $473,873. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,468
Previous 9,281
2.01%
Holding current value
$473,873
Previous $468 Million
0.62%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SLQD
# of Institutions
259Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$116 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.7 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.8 Million10.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.3 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.05MShares$52.5 Million1.66% of portfolio