Concurrent Investment Advisors, LLC First Trust Nasdaq Technology Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 10,544 shares of TDIV stock, worth $816,421. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,544
Previous 11,705
9.92%
Holding current value
$816,421
Previous $750 Million
2.08%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding TDIV
# of Institutions
290Shares Held
19.5MCall Options Held
27.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$163 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.98MShares$153 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$117 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$90.3 Million0.01% of portfolio
-
Ubs Group Ag1.13MShares$87.7 Million0.02% of portfolio