Concurrent Investment Advisors, LLC Ishares Tr North Amern Nat Res Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 49,097 shares of IGE stock, worth $2.16 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
49,097
Previous 48,706
0.8%
Holding current value
$2.16 Million
Previous $2.15 Billion
2.26%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IGE
# of Institutions
149Shares Held
6.54MCall Options Held
300Put Options Held
100-
Morgan Stanley New York, NY847KShares$37.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC722KShares$31.7 Million0.0% of portfolio
-
Family Firm, Inc.495KShares$21.8 Million2.34% of portfolio
-
Citizens & Northern Corp438KShares$19.3 Million5.18% of portfolio
-
Envestnet Asset Management Inc422KShares$18.5 Million0.01% of portfolio