Concurrent Investment Advisors, LLC Wisdomtree U.S. Short Term Cor Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,001 shares of SFIG stock, worth $438,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,001
Previous 10,827 16.87%
Holding current value
$438,528
Previous $528 Million 16.57%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-1,826 Reduced 16.87%
9,001 $441 Million
Q2 2025

Jul 25, 2025
BUY
N/A
1,836 Added 20.42%
10,827 $528 Million
Q1 2025

Apr 29, 2025
BUY
N/A
8,991 New
8,991 $435 Million

Others Institutions Holding SFIG

# of Institutions
25
Shares Held
856K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SHORT TERM COR

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