Concurrent Investment Advisors, LLC Amplify ETF Tr Trnsformational Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 585,440 shares of BLOK stock, worth $42.9 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
585,440
Previous 215,107
172.16%
Holding current value
$42.9 Million
Previous $12.3 Billion
219.48%
% of portfolio
0.67%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding BLOK
# of Institutions
263Shares Held
7.01MCall Options Held
145KPut Options Held
57.7K-
Morgan Stanley New York, NY1.22MShares$89.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$49.9 Million0.01% of portfolio
-
Gradient Investments LLC427KShares$31.3 Million0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA357KShares$26.1 Million0.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA184KShares$13.5 Million0.03% of portfolio