Concurrent Investment Advisors, LLC Wisdomtree Tr U.S Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,521 shares of DHS stock, worth $254,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,521Holding current value
$254,772% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
263Shares Held
6.73MCall Options Held
0Put Options Held
0-
Cwm, LLC859KShares$86.8 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA503KShares$50.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC423KShares$42.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$41 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL376KShares$38 Million0.06% of portfolio