Concurrent Investment Advisors, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 68,609 shares of CALF stock, worth $2.98 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
68,609
Previous 71,454
3.98%
Holding current value
$2.98 Million
Previous $2.84 Billion
5.58%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding CALF
# of Institutions
452Shares Held
67.3MCall Options Held
8KPut Options Held
0-
Bank Of America Corp Charlotte, NC13.3MShares$579 Million0.04% of portfolio
-
Morgan Stanley New York, NY5.24MShares$228 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$170 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.22MShares$140 Million0.2% of portfolio
-
Raymond James & Associates St Petersburg, FL2.87MShares$125 Million0.08% of portfolio