CIA
DAPP icon

Concurrent Investment Advisors’s VanEck Digital Transformation ETF DAPP Stock Holding History

Concurrent Investment Advisors’s Portfolio DAPP Stock Details DAPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,957
Closed -$143K – 941
2023
Q4 		$143K Buy
+13,957
New +$95.9K 0.01% 803

Other funds holding DAPP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Concurrent Investment Advisors's DAPP Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of VanEck Digital Transformation ETF (DAPP) in Q1 2024, closing a stake of 13,957 shares — an estimated $143K sold.

Concurrent Investment Advisors first reported a position in DAPP in Q4 2023 and held it in 1 quarter. The position peaked at $143K in Q4 2023. 38 funds tracked by Wall St. Rank hold DAPP as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining VanEck Digital Transformation ETF position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 13,957 VanEck Digital Transformation ETF shares in Q1 2024, an estimated $143K.
  • Concurrent Investment Advisors first reported a position in VanEck Digital Transformation ETF in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's VanEck Digital Transformation ETF position peaked at $143K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.