Concurrent Investment Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,650 shares of DGRS stock, worth $332,010. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,650Holding current value
$332,010% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
6.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC579KShares$25.1 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$23.9 Million5.29% of portfolio
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Morgan Stanley New York, NY481KShares$20.9 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA480KShares$20.8 Million0.11% of portfolio
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Ubs Group Ag325KShares$14.1 Million0.0% of portfolio