Concurrent Investment Advisors, LLC Wisdomtree Tr Us Multifactor F Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 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 37,656 shares of USMF stock, worth $1.94 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
37,656
Previous 36,870
2.13%
Holding current value
$1.94 Million
Previous $1.89 Billion
4.15%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding USMF
# of Institutions
76Shares Held
8.25MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.32MShares$68.1 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61.5 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA793KShares$40.9 Million0.16% of portfolio
-
Great Valley Advisor Group, Inc.531KShares$27.4 Million0.67% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL424KShares$21.9 Million0.01% of portfolio