Concurrent Investment Advisors, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 2001015
Tampa, FL
All Filings in FUMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $522,643 | 26,067 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 FUMB | $522,904 | 26,067 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 FUMB | $236,938 | 11,788 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 FUMB | $236,938 | 11,788 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 FUMB | $236,820 | 11,788 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 FUMB | $229,193 | 11,397 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||