Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 45,987 shares of FXO stock, worth $2.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

45,987

Previous 47,882 3.96%

Holding current value

$2.4 Million

Previous $2.45 Billion 1.68%

% of portfolio

0.07%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$50.63 - $59.0 $95,943 - $111,805	-1,895 Reduced 3.96%	45,987 $2.49 Billion
Q3 2024 Oct 30, 2024	BUY	$45.78 - $51.72 $93,482 - $105,612	2,042 Added 4.45%	47,882 $2.45 Billion
Q2 2024 Jul 30, 2024	BUY	$43.95 - $47.69 $70,847 - $76,876	1,612 Added 3.64%	45,840 $2.12 Billion
Q1 2024 May 07, 2024	SELL	$42.44 - $47.52 $1.52 Million - $1.7 Million	-35,861 Reduced 44.78%	44,228 $2.1 Billion
Q4 2023 Apr 15, 2024	BUY	$35.41 - $43.72 $2.84 Million - $3.5 Million	80,089 New	80,089 $3.47 Billion

Others Institutions Holding FXO

# of Institutions

241

Shares Held

30M

Call Options Held

7.5K

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

More about FXO

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Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History