Concurrent Investment Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,911 shares of DLN stock, worth $318,511. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,911Holding current value
$318,511% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
439Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$318 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC2.96MShares$241 Million0.1% of portfolio
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Morgan Stanley New York, NY2.91MShares$237 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$171 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.77MShares$144 Million0.04% of portfolio