Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 88,315 shares of DJUN stock, worth $4.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
88,315
Previous 101,153 12.69%
Holding current value
$4.05 Million
Previous $4.25 Billion 6.37%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$39.23 - $45.02 $503,634 - $577,966
-12,838 Reduced 12.69%
88,315 $3.98 Billion
Q1 2025

Apr 29, 2025
BUY
$41.51 - $44.56 $120,005 - $128,822
2,891 Added 2.94%
101,153 $4.25 Billion
Q4 2024

Feb 03, 2025
BUY
$42.26 - $43.93 $267,843 - $278,428
6,338 Added 6.89%
98,262 $4.25 Billion
Q3 2024

Oct 30, 2024
BUY
$39.85 - $42.56 $3.66 Million - $3.91 Million
91,924 New
91,924 $3.91 Billion

Others Institutions Holding DJUN

# of Institutions
100
Shares Held
2.14M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRD VIII CBOE VEST

DJUN Quotes by TradingView
  • Ticker DJUN
  • Sector Technology
More about DJUN
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