Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 185,336 shares of USFR stock, worth $9.33 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
185,336
Previous 181,204
2.28%
Holding current value
$9.33 Million
Previous $9.1 Billion
2.38%
% of portfolio
0.38%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio