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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$106.85 - $117.19 $400,473 - $439,228
-3,748 Reduced 67.48%
1,806 $212 Million
Q2 2024

Jul 30, 2024

BUY
$104.77 - $113.0 $581,892 - $627,602
5,554 New
5,554 $603 Million

Others Institutions Holding FNX

About FIRST TR MID CAP CORE ALPHADEX


  • Ticker FNX
  • Sector ETFs
  • Industry ETFs
More about FNX
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.