Concurrent Investment Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 25,102 shares of MTGP stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,102Holding current value
$1.1 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.38MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL171KShares$7.52 Million0.25% of portfolio
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Invenio Wealth Partners LLC Coral Gables, FL155KShares$6.82 Million2.81% of portfolio
-
Private Advisor Group, LLC131KShares$5.76 Million0.03% of portfolio
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Smartleaf Asset Management LLC Boston, MA121KShares$5.32 Million0.53% of portfolio
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Atria Investments LLC Charlotte, NC115KShares$5.08 Million0.07% of portfolio