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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 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 44,774 shares of EPS stock, worth $2.74 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
44,774
Previous 6,584 580.04%
Holding current value
$2.74 Million
Previous $403 Million 558.92%
% of portfolio
0.06%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
156
Shares Held
14.2M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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