Concurrent Investment Advisors, LLC First Trust Dorsey Wright Inte Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 676,943 shares of IFV stock, worth $13.3 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
676,943
Previous 680,207
0.48%
Holding current value
$13.3 Million
Previous $13.3 Billion
1.86%
% of portfolio
0.55%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.16MShares$42.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.15MShares$22.6 Million0.03% of portfolio
-
New Edge Advisors, LLC New Orleans, LA471KShares$9.26 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC446KShares$8.77 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA373KShares$7.34 Million0.0% of portfolio