Concurrent Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,584 shares of EPS stock, worth $418,018. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,584Holding current value
$418,018% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
128Shares Held
11.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$136 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.7 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$68.1 Million0.03% of portfolio
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Private Advisor Group, LLC1.03MShares$65.7 Million0.36% of portfolio
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Morgan Stanley New York, NY992KShares$63 Million0.0% of portfolio