Concurrent Investment Advisors, LLC First Trust Nasdaq Technology Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,839 shares of TDIV stock, worth $1.35 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,839
Previous 15,080
11.66%
Holding current value
$1.35 Million
Previous $1.14 Billion
18.52%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding TDIV
# of Institutions
340Shares Held
20.8MCall Options Held
7.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$181 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.08MShares$166 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$95 Million0.01% of portfolio
-
Ubs Group Ag1.02MShares$81.9 Million0.02% of portfolio