Concurrent Investment Advisors, LLC First Trust Dorsey Wright Inte Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 697,452 shares of IFV stock, worth $13.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
697,452
Previous 683,078 2.1%
Holding current value
$13.5 Million
Previous $13.4 Billion 9.23%
% of portfolio
0.43%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$19.04 - $21.37 $273,680 - $307,172
14,374 Added 2.1%
697,452 $14.7 Billion
Q2 2024

Jul 30, 2024
BUY
$19.05 - $20.18 $116,871 - $123,804
6,135 Added 0.91%
683,078 $13.4 Billion
Q1 2024

May 07, 2024
SELL
$18.88 - $20.0 $61,624 - $65,280
-3,264 Reduced 0.48%
676,943 $13.5 Billion
Q4 2023

Apr 15, 2024
BUY
$17.01 - $19.55 $11.6 Million - $13.3 Million
680,207 New
680,207 $13.3 Billion

About FIRST TRUST DORSEY WRIGHT INTE

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  • Ticker IFV
  • Sector ETFs
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