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Sch Fnd Em Lg Etf schb fdt emk lg shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Sch Fnd Em Lg Etf schb fdt emk lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Em Lg Etf schb fdt emk lg held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Em Lg Etf schb fdt emk lg by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 124k 32.27
2024-06-30 $3.6M 122k 29.57
2024-03-31 $2.7M 96k 27.76
2023-12-31 $2.6M 97k 27.14

More positions owned by Concurrent Investment Advisors

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Sch Fnd Em Lg Etf schb fdt emk lg

Charles Schwab Investment Management
Victory Capital Management
Goodman & Company, Investment Counsel
Morgan Stanley
Bank of America Corporation
Bogart Wealth
Unison Advisors
Foster & Motley
Wells Fargo & Company
Envestnet Asset Management
National Bank Of Canada /fi/
Aspiriant
ALPS Advisors
Morningstar Investment Management
Kelman-Lazarov

View all funds holding Sch Fnd Em Lg Etf schb fdt emk lg