Concurrent Investment Advisors, LLC Global X Fds Adaptive U S Fact Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 38,536 shares of AUSF stock, worth $1.75 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,536
Previous 73,109
47.29%
Holding current value
$1.75 Million
Previous $3.27 Billion
45.16%
% of portfolio
0.03%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding AUSF
# of Institutions
87Shares Held
13MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.63MShares$210 Million0.35% of portfolio
-
Waddell & Associates, LLC1.54MShares$69.8 Million6.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$43 Million0.01% of portfolio
-
Bogart Wealth, LLC928KShares$42 Million1.76% of portfolio
-
Commonwealth Equity Services, LLC672KShares$30.4 Million0.04% of portfolio