Concurrent Investment Advisors, LLC Ishares Short Term National Mu Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,659 shares of SUB stock, worth $382,804. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,659
Previous 7,925
53.83%
Holding current value
$382,804
Previous $836 Million
54.15%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
805Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$695 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$623 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$559 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$378 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$263 Million0.4% of portfolio