Concurrent Investment Advisors, LLC Wisdomtree Tr Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 203,377 shares of IHDG stock, worth $9.2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
203,377Holding current value
$9.2 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
284Shares Held
52.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.65MShares$301 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.98MShares$271 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$162 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.75MShares$79.1 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.71MShares$77.5 Million0.03% of portfolio