Concurrent Investment Advisors, LLC IFV Holdings History
Concurrent Investment Advisors, LLC's First Trust Dorsey Wright International Focus 5 Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held - shares of First Trust Dorsey Wright International Focus 5(IFV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0% of the outstanding First Trust Dorsey Wright International Focus 5(IFV) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 3 purchases of IFV, at an average price of $18.21, for a total of 704,357.00 shares. In addition, there have been 2 sales at an average price of $19.70 for 704,357.00 shares. Based on historical transaction data and IFV's current price of $23.11, Concurrent Investment Advisors, LLC's estimated gain on his IFV holdings is $1.05 Mil, reflecting a 8.21% gain to date.
Concurrent Investment Advisors, LLC IFV ($23.11) Holding Chart
Concurrent Investment Advisors, LLC IFV ($23.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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