Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 58,993 shares of FID stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,993
Previous 56,950
3.59%
Holding current value
$1.2 Million
Previous $1.12 Billion
8.06%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding FID
# of Institutions
70Shares Held
5.06MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.04MShares$21.1 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC770KShares$15.7 Million4.5% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC279KShares$5.68 Million1.12% of portfolio
-
Envestnet Asset Management Inc268KShares$5.46 Million0.0% of portfolio
-
D.A. Davidson & Co.244KShares$4.97 Million0.03% of portfolio