Concurrent Investment Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,703 shares of TFI stock, worth $260,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,703
Previous 5,657
0.81%
Holding current value
$260,570
Previous $253 Million
2.86%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TFI
# of Institutions
342Shares Held
64.2MCall Options Held
135KPut Options Held
0-
Bank Of America Corp Charlotte, NC13.6MShares$622 Million0.04% of portfolio
-
Betterment LLC New York, NY12.6MShares$576 Million1.14% of portfolio
-
Northwestern Mutual Wealth Management CO5.23MShares$239 Million0.16% of portfolio
-
Morgan Stanley New York, NY3.56MShares$163 Million0.01% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.69MShares$123 Million0.05% of portfolio