Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
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 98,262 shares of DJUN stock, worth $4.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
98,262
Previous 91,924
6.89%
Holding current value
$4.34 Million
Previous $3.91 Billion
8.71%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
93Shares Held
2.2MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.39 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.64 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.52 Million1.5% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI70.7KShares$3.12 Million0.35% of portfolio