Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,945 shares of XMHQ stock, worth $195,822. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,945
Previous 5,629
65.45%
Holding current value
$195,822
Previous $553 Million
63.09%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XMHQ
# of Institutions
421Shares Held
34.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.95MShares$498 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.16MShares$218 Million0.01% of portfolio
-
Vantagepoint Investment Advisers LLC1.51MShares$152 Million1.34% of portfolio
-
Northwestern Mutual Wealth Management CO1.31MShares$132 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.19MShares$120 Million0.03% of portfolio