A detailed history of Concurrent Investment Advisors, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 105,952 shares of WEN stock, worth $2.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
105,952
Previous 97,076 9.14%
Holding current value
$2.16 Million
Previous $1.65 Billion 12.75%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024

BUY
$15.83 - $18.24 $140,507 - $161,898
8,876 Added 9.14%
105,952 $1.86 Billion
Q2 2024

Jul 30, 2024

BUY
$16.4 - $20.14 $1.59 Million - $1.96 Million
97,076 New
97,076 $1.65 Billion

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $4.34B
  • Description
  • The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments: Wendy's U.S., Wendy's International, and Global Real Estate & Development. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger s...
More about WEN
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