Concurrent Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 91,924 shares of DJUN stock, worth $4.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
91,924Holding current value
$4.03 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DJUN
# of Institutions
98Shares Held
2.24MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.35 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.61 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.5 Million1.5% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI72.5KShares$3.18 Million0.44% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX69.1KShares$3.03 Million0.41% of portfolio