Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
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 21,278 shares of PWS stock, worth $663,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,278
Previous 29,628
28.18%
Holding current value
$663,448
Previous $913 Million
29.32%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding PWS
# of Institutions
22Shares Held
531KCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA185KShares$5.78 Million2.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC105KShares$3.26 Million0.0% of portfolio
-
Org Partners LLC Roanoke, IN44.2KShares$1.38 Million0.34% of portfolio
-
Imprint Wealth LLC Mount Pleasant, SC30.5KShares$952,0500.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA25.8KShares$803,2900.0% of portfolio