Concurrent Investment Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
Shares
2 transactions
Others Institutions Holding PREF
# of Institutions
134Shares Held
56.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.7MShares$205 Million0.01% of portfolio
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Ubs Group Ag7.08MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$126 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.59MShares$68.5 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A63.11MShares$59.3 Million0.01% of portfolio