Concurrent Investment Advisors, LLC Global X Fds Adaptive U S Fact Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 77,503 shares of AUSF stock, worth $3.35 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
77,503
Previous 75,147
3.14%
Holding current value
$3.35 Million
Previous $3.16 Billion
7.19%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding AUSF
# of Institutions
53Shares Held
9.25MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.68MShares$202 Million0.42% of portfolio
-
Waddell & Associates, LLC1.42MShares$61.5 Million8.33% of portfolio
-
Commonwealth Equity Services, LLC623KShares$27 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC422KShares$18.2 Million0.01% of portfolio
-
Tidemark, LLC San Diego, CA307KShares$13.3 Million5.08% of portfolio