Concurrent Investment Advisors LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 78,818 shares of the company’s stock after selling 4,881 shares during the period. iShares Core S&P […]

Concurrent Investment Advisors LLC increased its holdings in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 16.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 170,154 shares of the company’s stock after buying an additional 24,612 shares during the quarter. […]

Concurrent Investment Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,776 shares of the company’s stock after acquiring an additional 2,084 shares during the […]

Concurrent Investment Advisors LLC lowered its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 1.5% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 194,459 shares of the company’s stock after selling 3,020 shares during the quarter. […]

Concurrent Investment Advisors LLC increased its position in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 216.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 160,643 shares of the company’s stock after buying an additional 109,881 shares during the […]

1834 Investment Advisors Co. cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,658 shares of the company’s stock after selling 134 shares during the […]

Concurrent Investment Advisors LLC increased its position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 38.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 50,610 shares of the company’s stock after purchasing an additional 14,026 shares during the quarter. Concurrent Investment Advisors LLC […]

JNBA Financial Advisors cut its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 32.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 99,235 shares of the company’s stock after selling 48,598 shares during the period. JNBA Financial […]

Concurrent Investment Advisors LLC increased its holdings in The Southern Company (NYSE:SO – Free Report) by 3.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,083 shares of the utilities provider’s stock after acquiring an additional 2,930 shares during the quarter. Concurrent […]

Concurrent Investment Advisors LLC grew its position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 208,021 shares of the company’s stock […]

JNBA Financial Advisors trimmed its position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 15.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 159,192 shares of the company’s stock after selling 29,193 shares during the quarter. JNBA Financial […]