Concurrent Investment Advisors, LLC First Trust Multi Asset Divers Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,598 shares of MDIV stock, worth $514,070. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,598Holding current value
$514,070% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding MDIV
# of Institutions
115Shares Held
9.77MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.47MShares$23.2 Million3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$17.1 Million0.01% of portfolio
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Morgan Stanley New York, NY845KShares$13.3 Million0.0% of portfolio
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Commonwealth Equity Services, LLC686KShares$10.8 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN609KShares$9.61 Million0.0% of portfolio