Concurrent Investment Advisors »

Wells Fargo Adv Multi-Sector Inco Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Wells Fargo Adv Multi-Sector Inco Fund (ERC) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Wells Fargo Adv Multi-Sector Inco Fund

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Adv Multi-Sector Inco Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo Adv Multi-Sector Inco Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $186k 20k 9.44

More positions owned by Concurrent Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Concurrent Investment Advisors

Top funds holding Wells Fargo Adv Multi-Sector Inco Fund

Royal Bank of Canada
Shaker Financial Services
Raymond James & Associates
Raymond James Financial Services Advisors
Advisor Group Holdings
Sowell Financial Services
Stifel Financial
Benjamin F. Edwards & Company
Fiera Capital Corporation
Guggenheim Capital, LLC Managers
Bank of America Corporation
UBS Group
Landscape Capital Management
Capital Investment Advisors
Burroughs Hutchinson

View all funds holding Wells Fargo Adv Multi-Sector Inco Fund