Concurrent Investment Advisors, LLC WISDOMTREE TR Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
124,271
Previous 135,930 8.58%
Holding current value
$6.53 Billion
Previous $5.97 Billion 9.44%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-11,659 Reduced 8.58%
124,271 $6.53 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
135,930 New
135,930 $5.97 Billion
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