Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

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 185,336 shares of USFR stock, worth $9.33 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
185,336
Previous 181,204 2.28%
Holding current value
$9.33 Million
Previous $9.1 Billion 2.38%
% of portfolio
0.38%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
496
Shares Held
229M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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