Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 120,278 shares of FDL stock, worth $5.24 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
120,278
Previous 107,210
12.19%
Holding current value
$5.24 Million
Previous $4.5 Billion
7.67%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$397 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$304 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$138 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$131 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio