Concurrent Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 40,524 shares of AGGY stock, worth $1.74 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
40,524Holding current value
$1.74 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
187Shares Held
19MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$122 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.24MShares$53.1 Million0.02% of portfolio
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Cwm, LLC1.18MShares$50.8 Million0.2% of portfolio
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Trilogy Capital Inc.942KShares$40.5 Million2.19% of portfolio
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High Tower Advisors, LLC Chicago, IL862KShares$37 Million0.05% of portfolio