Concurrent Investment Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 55,184 shares of QUAL stock, worth $9.93 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
55,184
Previous 54,274
1.68%
Holding current value
$9.93 Million
Previous $9.27 Billion
6.76%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,390Shares Held
224MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.05 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.48 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.57 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.46 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.39 Billion0.12% of portfolio