Concurrent Investment Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 61,603 shares of XSOE stock, worth $2.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
61,603
Previous 53,936
14.21%
Holding current value
$2.37 Million
Previous $1.67 Billion
27.57%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding XSOE
# of Institutions
251Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.35MShares$129 Million1.38% of portfolio
-
Morgan Stanley New York, NY2.79MShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$80.6 Million0.01% of portfolio
-
Valmark Advisers, Inc.1.66MShares$63.8 Million0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$58.7 Million0.02% of portfolio