Concurrent Investment Advisors, LLC's ownership history for WFC

Concurrent Investment Advisors, LLC currently holds 96.1K shares with a market value of $9.0M. It started holding WFC on 2024-09-30. At its peak, it held 96.1K shares on 2025-12-31. Its highest holding value was $9.0M on 2025-12-31. At its lowest, it held 41.4K shares on 2024-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 11.3K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 51.0K.