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LMP Capital and Income Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of LMP Capital and Income Fund (SCD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in LMP Capital and Income Fund

Tip: Access up to 7 years of quarterly data

All positions including LMP Capital and Income Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in LMP Capital and Income Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 14k 15.64
2023-12-31 $196k 14k 14.01

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding LMP Capital and Income Fund

Raymond James & Associates
Raymond James Financial Services Advisors
Advisors Asset Management
Wells Fargo & Company
Steward Partners Investment Advisory
Royal Bank of Canada
Aptus Capital Advisors
Second Line Capital
Advisor Group Holdings
Clough Capital Partners
Chapin Davis
AlphaStar Capital Management
Bank of America Corporation
Goss Wealth Management
Ameriprise Financial

View all funds holding LMP Capital and Income Fund