Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 324,650 shares of USFR stock, worth $16.3 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

324,650

Previous 325,450 0.25%

Holding current value

$16.3 Million

Previous $16.4 Billion 0.23%

% of portfolio

0.4%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$50.29 - $50.5 $40,232 - $40,400	-800 Reduced 0.25%	324,650 $16.3 Billion
Q4 2024 Feb 03, 2025	BUY	$50.23 - $50.46 $2.39 Million - $2.4 Million	47,599 Added 17.13%	325,450 $16.4 Billion
Q3 2024 Oct 30, 2024	BUY	$50.2 - $50.48 $4.38 Million - $4.41 Million	87,309 Added 45.82%	277,851 $14 Billion
Q2 2024 Jul 30, 2024	BUY	$50.28 - $50.52 $261,757 - $263,007	5,206 Added 2.81%	190,542 $9.59 Billion
Q1 2024 May 07, 2024	BUY	$50.23 - $50.46 $207,550 - $208,500	4,132 Added 2.28%	185,336 $9.32 Billion
Q4 2023 Apr 15, 2024	BUY	$50.21 - $50.49 $9.1 Million - $9.15 Million	181,204 New	181,204 $9.1 Billion

Others Institutions Holding USFR

# of Institutions

603

Shares Held

227M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History