Concurrent Investment Advisors, LLC First Tr Exchange Trd Fd Ii Fi Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 30,519 shares of FGD stock, worth $669,892. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,519
Previous 32,793
6.93%
Holding current value
$669,892
Previous $732 Million
1.48%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FGD
# of Institutions
136Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.46MShares$32 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.42MShares$31.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY958KShares$21 Million0.0% of portfolio
-
Ae Wealth Management LLC889KShares$19.5 Million0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN824KShares$18.1 Million0.01% of portfolio