Concurrent Investment Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 824,883 shares of LMBS stock, worth $41.2 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
824,883
Previous 775,525
6.36%
Holding current value
$41.2 Million
Previous $38.2 Billion
7.51%
% of portfolio
0.7%
Previous 0.74%
Shares
8 transactions
Others Institutions Holding LMBS
# of Institutions
455Shares Held
89.9MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio