Concurrent Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,985 shares of WTV stock, worth $258,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,985
Previous 2,948 1.26%
Holding current value
$258,112
Previous $215 Million 10.99%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$71.31 - $80.0 $2,638 - $2,960
37 Added 1.26%
2,985 $239 Million
Q4 2023

Apr 15, 2024
BUY
$58.23 - $69.0 $171,662 - $203,412
2,948 New
2,948 $202 Million

Others Institutions Holding WTV

# of Institutions
78
Shares Held
2.93M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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