Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 28,310 shares of FID stock, worth $461,169. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,310
Previous 30,056
5.81%
Holding current value
$461,169
Previous $528 Million
12.67%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FID
# of Institutions
56Shares Held
3.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$11.6 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC628KShares$10.2 Million3.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL274KShares$4.46 Million0.0% of portfolio
-
Envestnet Asset Management Inc226KShares$3.68 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.44 Million0.0% of portfolio