Concurrent Investment Advisors, LLC First Trust Us Equity Opportun Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,989 shares of FPX stock, worth $593,990. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,989Holding current value
$593,990% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
184Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY570KShares$67.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$33 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA255KShares$30.4 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC142KShares$17 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL119KShares$14.1 Million0.01% of portfolio