Concurrent Investment Advisors, LLC Wisdomtree U.S. Short Term Cor Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Short Term Cor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,827 shares of SFIG stock, worth $527,491. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,827
Previous 8,991
20.42%
Holding current value
$527,491
Previous $435 Million
21.28%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SFIG
# of Institutions
25Shares Held
853KCall Options Held
0Put Options Held
0-
Prime Capital Investment Advisors, LLC Overland Park, KS317KShares$15.4 Million0.21% of portfolio
-
Jane Street Group, LLC New York, NY121KShares$5.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.3KShares$4.01 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL64.8KShares$3.16 Million1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY62.4KShares$3.04 Million0.0% of portfolio