Concurrent Investment Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,657 shares of TFI stock, worth $259,373. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,657
Previous 4,828
17.17%
Holding current value
$259,373
Previous $218 Million
16.13%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding TFI
# of Institutions
332Shares Held
69.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.6MShares$622 Million0.05% of portfolio
-
Betterment LLC New York, NY13.1MShares$602 Million1.25% of portfolio
-
Jpmorgan Chase & CO New York, NY6.32MShares$290 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO5.1MShares$234 Million0.17% of portfolio
-
Morgan Stanley New York, NY3.5MShares$160 Million0.01% of portfolio