Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 326,742 shares of USFR stock, worth $16.5 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
326,742
Previous 311,914 4.75%
Holding current value
$16.5 Million
Previous $15.7 Billion 4.67%
% of portfolio
0.28%
Previous 0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$50.23 - $50.48 $744,810 - $748,517
14,828 Added 4.75%
326,742 $16.4 Billion
Q2 2025

Jul 25, 2025
SELL
$50.28 - $50.47 $640,366 - $642,785
-12,736 Reduced 3.92%
311,914 $15.7 Billion
Q1 2025

Apr 29, 2025
SELL
$50.29 - $50.5 $40,232 - $40,400
-800 Reduced 0.25%
324,650 $16.3 Billion
Q4 2024

Feb 03, 2025
BUY
$50.23 - $50.46 $2.39 Million - $2.4 Million
47,599 Added 17.13%
325,450 $16.4 Billion
Q3 2024

Oct 30, 2024
BUY
$50.2 - $50.48 $4.38 Million - $4.41 Million
87,309 Added 45.82%
277,851 $14 Billion
Q2 2024

Jul 30, 2024
BUY
$50.28 - $50.52 $261,757 - $263,007
5,206 Added 2.81%
190,542 $9.59 Billion
Q1 2024

May 07, 2024
BUY
$50.23 - $50.46 $207,550 - $208,500
4,132 Added 2.28%
185,336 $9.32 Billion
Q4 2023

Apr 15, 2024
BUY
$50.21 - $50.49 $9.1 Million - $9.15 Million
181,204 New
181,204 $9.1 Billion

Others Institutions Holding USFR

# of Institutions
607
Shares Held
231M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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