Concurrent Investment Advisors, LLC Wisdomtree U.S. Short Term Cor Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,991 shares of SFIG stock, worth $438,041. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,991Holding current value
$438,041% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SFIG
# of Institutions
30Shares Held
694KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS235KShares$11.5 Million0.17% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL60.8KShares$2.96 Million1.22% of portfolio
-
Global Retirement Partners, LLC58.5KShares$2.85 Million0.08% of portfolio
-
Wt Wealth Management50.3KShares$2.45 Million0.79% of portfolio
-
Private Advisor Group, LLC37.5KShares$1.83 Million0.01% of portfolio