Concurrent Investment Advisors, LLC First Tr Tactical High Yield L Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 208,021 shares of HYLS stock, worth $8.64 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
208,021
Previous 199,909
4.06%
Holding current value
$8.64 Million
Previous $8.12 Billion
7.46%
% of portfolio
0.26%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding HYLS
# of Institutions
214Shares Held
30.2MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL6.8MShares$283 Million0.54% of portfolio
-
Morgan Stanley New York, NY4.33MShares$180 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL2.57MShares$107 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.51MShares$104 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$94.3 Million0.02% of portfolio