Concurrent Investment Advisors, LLC Franklin Templeton ETF Trfrank Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin Templeton ETF Trfrank stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 223,224 shares of FLGV stock, worth $4.54 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
223,224
Previous 156,646
42.5%
Holding current value
$4.54 Million
Previous $3.3 Billion
36.14%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding FLGV
# of Institutions
35Shares Held
39.3MCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA33.8MShares$687 Million0.2% of portfolio
-
Janney Montgomery Scott LLC1.8MShares$36.6 Million0.1% of portfolio
-
First Heartland Consultants, Inc.764KShares$15.5 Million1.6% of portfolio
-
Total Investment Management Inc Scottsdale, AZ747KShares$15.2 Million2.12% of portfolio
-
Congress Wealth Management LLC Boston, MA616KShares$12.5 Million0.18% of portfolio