Concurrent Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 30,801 shares of DON stock, worth $1.6 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,801
Previous 30,239
1.86%
Holding current value
$1.6 Million
Previous $1.5 Billion
3.09%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio