Concurrent Investment Advisors, LLC Wisdomtree Tr Managed Futures Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,600 shares of WTMF stock, worth $324,220. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,600Holding current value
$324,220% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding WTMF
# of Institutions
80Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$42.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS476KShares$17.9 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$12.4 Million0.0% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.4 Million2.66% of portfolio