Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 30,420 shares of PWS stock, worth $991,083. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,420Holding current value
$991,083% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding PWS
# of Institutions
19Shares Held
342KCall Options Held
0Put Options Held
0-
Org Partners LLC Roanoke, IN65.9KShares$2.15 Million0.3% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA45KShares$1.46 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A640.7KShares$1.33 Million0.0% of portfolio
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Envestnet Asset Management Inc33.4KShares$1.09 Million0.0% of portfolio
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Imprint Wealth LLC Mount Pleasant, SC30.5KShares$994,7970.22% of portfolio