Concurrent Investment Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 26,067 shares of FUMB stock, worth $523,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,067Holding current value
$523,686% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding FUMB
# of Institutions
103Shares Held
8.72MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY897KShares$18 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC773KShares$15.5 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA672KShares$13.5 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA614KShares$12.3 Million0.0% of portfolio
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Xml Financial, LLC507KShares$10.2 Million0.85% of portfolio