Concurrent Investment Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 25,102 shares of MTGP stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,102Holding current value
$1.09 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.12 Million3.01% of portfolio
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Iht Wealth Management, LLC Chicago, IL155KShares$6.75 Million0.22% of portfolio
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Atria Investments LLC Charlotte, NC112KShares$4.89 Million0.07% of portfolio
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Insight Advisors, LLC Newtown, PA89.7KShares$3.91 Million1.09% of portfolio
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Defined Financial Planning LLC San Rafael, CA65.9KShares$2.87 Million2.94% of portfolio