Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,412 shares of EFG stock, worth $1.93 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,412
Previous 20,267
9.15%
Holding current value
$1.93 Million
Previous $2.18 Billion
18.28%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,058Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$958 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$762 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$705 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio