Concurrent Investment Advisors, LLC Wisdomtree Tr Us Multifactor F Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 42,508 shares of USMF stock, worth $2.07 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
42,508
Previous 5,693
646.67%
Holding current value
$2.07 Million
Previous $283 Million
645.77%
% of portfolio
0.05%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
70Shares Held
8.79MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$114 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$62.8 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$58.1 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$22.3 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA376KShares$18.3 Million10.76% of portfolio