Concurrent Investment Advisors, LLC Wisdomtree Tr Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 203,377 shares of IHDG stock, worth $8.81 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
203,377Holding current value
$8.81 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
279Shares Held
50.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$293 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$252 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$145 Million0.01% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE1.7MShares$73.7 Million3.13% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.51MShares$65.2 Million0.02% of portfolio