Concurrent Investment Advisors, LLC Wisdomtree U.S. High Yield 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. High Yield Cor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,371 shares of WFHY stock, worth $292,301. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,371Holding current value
$292,301% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding WFHY
# of Institutions
65Shares Held
4.14MCall Options Held
0Put Options Held
0-
Cwm, LLC1.62MShares$74.4 Million0.29% of portfolio
-
Bank Of America Corp Charlotte, NC655KShares$30.1 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL187KShares$8.59 Million3.54% of portfolio
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Cetera Investment Advisers Schaumburg, IL170KShares$7.81 Million0.02% of portfolio
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Leo Wealth, LLC Hurst, TX169KShares$7.76 Million0.68% of portfolio