Concurrent Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 205,527 shares of FVD stock, worth $9.22 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
205,527
Previous 208,299
1.33%
Holding current value
$9.22 Million
Previous $9.48 Billion
5.34%
% of portfolio
0.24%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
628Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$944 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$791 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$330 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$299 Million0.07% of portfolio