Concurrent Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 38,303 shares of EPS stock, worth $2.67 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
38,303
Previous 37,643 1.75%
Holding current value
$2.67 Million
Previous $2.41 Billion 9.59%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$64.14 - $69.37 $42,332 - $45,784
660 Added 1.75%
38,303 $2.64 Billion
Q2 2025

Jul 25, 2025
SELL
$52.66 - $64.01 $375,518 - $456,455
-7,131 Reduced 15.93%
37,643 $2.41 Billion
Q1 2025

Apr 29, 2025
BUY
$58.38 - $64.16 $2.23 Million - $2.45 Million
38,190 Added 580.04%
44,774 $2.65 Billion
Q4 2024

Feb 03, 2025
BUY
$59.58 - $63.93 $392,274 - $420,915
6,584 New
6,584 $403 Million

Others Institutions Holding EPS

# of Institutions
166
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email