Concurrent Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
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 5,324 shares of DON stock, worth $285,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,324
Previous 4,797
10.99%
Holding current value
$285,100
Previous $224 Million
21.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
441Shares Held
41.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$242 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$131 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$101 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$99.6 Million4.73% of portfolio
-
Ubs Group Ag1.66MShares$89 Million0.02% of portfolio