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 $257,506. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,657
Previous 4,828
17.17%
Holding current value
$257,506
Previous $218 Million
16.13%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding TFI
# of Institutions
330Shares Held
68.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.6MShares$618 Million0.05% of portfolio
-
Betterment LLC New York, NY13.1MShares$598 Million1.25% of portfolio
-
Jpmorgan Chase & CO New York, NY6.32MShares$287 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO5.1MShares$232 Million0.17% of portfolio
-
Morgan Stanley New York, NY3.5MShares$159 Million0.01% of portfolio