Concurrent Investment Advisors, LLC Amplify ETF Tr Trnsformational Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 215,107 shares of BLOK stock, worth $13.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
215,107Holding current value
$13.1 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding BLOK
# of Institutions
226Shares Held
6.01MCall Options Held
109KPut Options Held
33K-
Morgan Stanley New York, NY1.08MShares$65.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC483KShares$29.4 Million0.01% of portfolio
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Commonwealth Equity Services, LLC427KShares$26 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA369KShares$22.4 Million0.0% of portfolio
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Gradient Investments LLC345KShares$21 Million0.45% of portfolio