Concurrent Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,324 shares of DON stock, worth $271,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,324
Previous 4,797 10.99%
Holding current value
$271,577
Previous $224 Million 21.33%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$46.17 - $51.13 $24,331 - $26,945
527 Added 10.99%
5,324 $272 Million
Q2 2024

Jul 30, 2024
BUY
$45.6 - $48.78 $218,743 - $233,997
4,797 New
4,797 $224 Million

Others Institutions Holding DON

# of Institutions
449
Shares Held
41M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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