Concurrent Investment Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,807 shares of FNX stock, worth $216,695. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,807
Previous 1,806
0.06%
Holding current value
$216,695
Previous $212 Million
1.16%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNX
# of Institutions
203Shares Held
7.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$136 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC930KShares$112 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA748KShares$89.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL508KShares$60.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$34.8 Million0.05% of portfolio