Concurrent Investment Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,911 shares of DLN stock, worth $314,679. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,911Holding current value
$314,679% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
432Shares Held
37.6MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$314 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.86MShares$230 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$218 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$169 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio