Concurrent Investment Advisors, LLC Global X Fds Adaptive U S Fact Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 73,109 shares of AUSF stock, worth $3.26 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
73,109
Previous 77,503
5.67%
Holding current value
$3.26 Million
Previous $3.38 Billion
3.4%
% of portfolio
0.06%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding AUSF
# of Institutions
63Shares Held
9.92MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.56MShares$203 Million0.37% of portfolio
-
Waddell & Associates, LLC1.42MShares$63.4 Million8.33% of portfolio
-
Commonwealth Equity Services, LLC696KShares$31 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC422KShares$18.8 Million0.01% of portfolio
-
Tidemark, LLC San Diego, CA307KShares$13.7 Million5.08% of portfolio