Concurrent Investment Advisors, LLC First Tr Tactical High Yield L Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 208,529 shares of HYLS stock, worth $8.64 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
208,529
Previous 208,021
0.24%
Holding current value
$8.64 Million
Previous $8.73 Billion
1.26%
% of portfolio
0.23%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding HYLS
# of Institutions
240Shares Held
26.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.1MShares$211 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$120 Million0.05% of portfolio
-
First Trust Advisors LP Wheaton, IL2.69MShares$111 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA2.04MShares$84.7 Million0.02% of portfolio
-
Prostatis Group LLC Hanover, MD1.67MShares$69.4 Million0.8% of portfolio