Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,536 shares of UCON stock, worth $406,289. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,536
Previous 16,985
2.64%
Holding current value
$406,289
Previous $427 Million
4.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$294 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$216 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$178 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$103 Million0.02% of portfolio