Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,520 shares of EMB stock, worth $1.49 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,520
Previous 12,699
22.21%
Holding current value
$1.49 Million
Previous $1.18 Billion
25.61%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding EMB
# of Institutions
1,030Shares Held
139MCall Options Held
4.25MPut Options Held
9.47M-
Wells Fargo & Company San Francisco, CA18.7MShares$1.79 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$1.09 Billion0.07% of portfolio
-
Betterment LLC New York, NY6.72MShares$645 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC5.49MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc4.57MShares$438 Million0.13% of portfolio