Concurrent Investment Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 1,806 shares of FNX stock, worth $210,868. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,806
Previous 5,554
67.48%
Holding current value
$210,868
Previous $603 Million
64.9%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNX
# of Institutions
194Shares Held
6.92MCall Options Held
1.6KPut Options Held
300-
Morgan Stanley New York, NY1.18MShares$138 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC861KShares$100 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA749KShares$87.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC295KShares$34.5 Million0.18% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$33.9 Million0.05% of portfolio