Concurrent Investment Advisors, LLC Fidelity Covington Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 68,636 shares of FIDI stock, worth $1.49 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
68,636
Previous 88,273
22.25%
Holding current value
$1.49 Million
Previous $1.85 Billion
24.5%
% of portfolio
0.05%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FIDI
# of Institutions
35Shares Held
1.74MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC402KShares$8.7 Million0.01% of portfolio
-
David Kennon Inc Sarasota, FL379KShares$8.21 Million3.57% of portfolio
-
Kestra Advisory Services, LLC192KShares$4.15 Million0.02% of portfolio
-
Flputnam Investment Management CO Portland, ME105KShares$2.27 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ79.8KShares$1.73 Million0.0% of portfolio