Concurrent Investment Advisors, LLC Ishares Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,316 shares of IMTB stock, worth $652,614. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,316
Previous 11,841
29.35%
Holding current value
$652,614
Previous $527 Million
23.3%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IMTB
# of Institutions
48Shares Held
4.01MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.11MShares$47.4 Million0.09% of portfolio
-
Royal Bank Of Canada Toronto, A6601KShares$25.6 Million0.01% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.5 Million3.9% of portfolio
-
Destination Wealth Management435KShares$18.6 Million0.58% of portfolio
-
Octavia Wealth Advisors, LLC216KShares$9.21 Million1.12% of portfolio