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 $953,971. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,420
Previous 30,420
-0.0%
Holding current value
$953,971
Previous $898 Million
6.99%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PWS
# of Institutions
21Shares Held
311KCall Options Held
0Put Options Held
0-
Susquehanna International Group, LLP Bala Cynwyd, PA45KShares$1.41 Million0.0% of portfolio
-
Org Partners LLC Roanoke, IN43.4KShares$1.36 Million0.23% of portfolio
-
Imprint Wealth LLC Mount Pleasant, SC30.5KShares$957,5460.22% of portfolio
-
Wealth Shield Partners, LLC Cary, NC27.8KShares$871,8390.12% of portfolio
-
Org Wealth Partners, LLC Dallas, TX20.7KShares$648,6810.22% of portfolio