Concurrent Investment Advisors, LLC New Holdings in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
43.8K
New
$86.93 - $103.61 $3.81M - $4.54M
43.8K $4.47B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
91.9K
New
$39.85 - $42.56 $3.66M - $3.91M
91.9K $3.91B
Pgim Rock ETF Tr
122K
New
N/A
122K $3.25B
FEMB
First Tr ETF Emerging Markets

ETFs
109K
New
$26.93 - $29.14 $2.95M - $3.19M
109K $3.17B
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.2K
New
$73.43 - $80.37 $1.63M - $1.79M
22.2K $1.79B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10.3K
New
$112.99 - $126.45 $1.16M - $1.3M
10.3K $1.29B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
26.8K
New
$39.37 - $41.68 $1.06M - $1.12M
26.8K $1.11B
OWL
Blue Owl Capital Inc.

Financial Services
51.7K
New
$15.81 - $19.83 $817K - $1.02M
51.7K $1B
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.9K
New
$46.9 - $51.96 $885K - $981K
18.9K $972M
NRZ
New Residential Investment Corp.

Real Estate
84.6K
New
N/A
84.6K $961M
IFN
India Fund Inc

Financial Services
46.3K
New
$17.61 - $19.23 $815K - $890K
46.3K $881M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13K
New
$59.93 - $66.52 $781K - $867K
13K $867M
STRL
Sterling Construction CO Inc

Industrials
5.21K
New
$102.56 - $148.9 $534K - $775K
5.21K $755M
American Healthcare Reit Inc
24.6K
New
N/A
24.6K $642M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.4K
New
$50.32 - $50.75 $624K - $630K
12.4K $629M
PWB
Invesco Exchange Traded Fd Tr

ETFs
6.28K
New
$86.85 - $98.91 $545K - $621K
6.28K $619M
UMH
Umh Properties, Inc.

Real Estate
31.2K
New
$16.04 - $20.43 $500K - $637K
31.2K $614M
MGC
Vanguard Mega Cap ETF

ETFs
2.89K
New
$185.93 - $206.64 $537K - $597K
2.89K $597M
T Rowe Price ETF Inc
17.9K
New
N/A
17.9K $596M
IMTB
Ishares Tr

ETFs
11.8K
New
$42.23 - $44.8 $500K - $530K
11.8K $527M
ADC
Agree Realty Corp

Real Estate
6.74K
New
$61.47 - $76.71 $414K - $517K
6.74K $508M
Ftai Aviation LTD
3.74K
New
N/A
3.74K $498M
ITB
Ishares Tr

ETFs
3.73K
New
$97.52 - $128.64 $363K - $479K
3.73K $474M
VOX
Vanguard Communication Service

ETFs
3.03K
New
$129.82 - $145.39 $393K - $440K
3.03K $440M
Reddit Inc
5.64K
New
N/A
5.64K $372M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
33.3K
New
$10.21 - $10.93 $340K - $363K
33.3K $358M
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.81K
New
$51.0 - $52.05 $347K - $354K
6.81K $354M
IAK
Ishares Tr

ETFs
2.73K
New
$112.0 - $130.47 $306K - $356K
2.73K $352M
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.57K
New
$49.38 - $54.19 $325K - $356K
6.57K $352M
AGNC
Agnc Investment Corp.

Real Estate
33.6K
New
$9.48 - $10.66 $318K - $358K
33.6K $351M
BEP
Brookfield Renewable Partners L.P.

Utilities
12.4K
New
$23.3 - $28.3 $288K - $350K
12.4K $348M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
10.4K
New
$29.79 - $33.25 $311K - $347K
10.4K $344M
GOLD
Barrick Gold Corp

Basic Materials
16.9K
New
$16.56 - $21.01 $281K - $356K
16.9K $337M
IVT
Inven Trust Properties Corp.

Real Estate
11.5K
New
$24.41 - $29.87 $281K - $344K
11.5K $327M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
4.35K
New
$66.55 - $74.93 $289K - $326K
4.35K $313M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.38K
New
$45.2 - $47.87 $288K - $305K
6.38K $303M
Cava Group Inc
2.43K
New
N/A
2.43K $301M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
23.7K
New
N/A
23.7K $301M
Te Connectivity PLC
1.96K
New
N/A
1.96K $295M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
9.76K
New
$25.27 - $30.5 $247K - $298K
9.76K $289M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.44K
New
$76.07 - $83.33 $262K - $287K
3.44K $287M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
17.2K
New
$15.41 - $17.22 $266K - $297K
17.2K $286M
First Tr Exchng Traded Fd Vi
8.18K
New
N/A
8.18K $284M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.92K
New
$74.21 - $96.5 $217K - $282K
2.92K $281M
Vanguard Wellington Fd
2.76K
New
N/A
2.76K $280M
G
Genpact LTD

Technology
7.08K
New
$30.96 - $39.45 $219K - $279K
7.08K $278M
ROKU
Roku, Inc

Communication Services
3.67K
New
$51.67 - $77.48 $190K - $284K
3.67K $274M
MTN
Vail Resorts Inc

Consumer Cyclical
1.56K
New
$167.58 - $188.32 $261K - $293K
1.56K $271M
CHWY
Chewy, Inc.

Consumer Cyclical
9.05K
New
$22.22 - $32.67 $201K - $296K
9.05K $265M
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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