Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 30,420 shares of PWS stock, worth $975,569. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,420
Previous 30,420 -0.0%
Holding current value
$975,569
Previous $898 Million 6.99%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$27.39 - $29.54 $833,203 - $898,606
30,420 New
30,420 $898 Million

Others Institutions Holding PWS

# of Institutions
21
Shares Held
305K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR WEALTHSHIELD ETF

PWS Quotes by TradingView
  • Ticker PWS
  • Sector ETFs
  • Industry ETFs
More about PWS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email