Concurrent Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 2,948 shares of WTV stock, worth $238,964. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,948
Previous 2,948
-0.0%
Holding current value
$238,964
Previous $223 Million
3.46%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
73Shares Held
2.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC497KShares$40.3 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$19.4 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.210KShares$17.1 Million3.04% of portfolio
-
Prism Advisors, Inc.198KShares$16 Million4.4% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$15.1 Million2.77% of portfolio