Concurrent Investment Advisors, LLC Call Options Transactions in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1K
New
$114.1 - $135.66 $114K - $136K
1K $132M
META
Meta Platforms, Inc.

Communication Services
200
New
$576.36 - $736.67 $115K - $147K
200 $115M
HPE
Hewlett Packard Enterprise CO

Technology
5K
New
$14.77 - $24.42 $73.9K - $122K
5K $77.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1K
New
$34.58 - $45.97 $34.6K - $46K
1K $46M
MMM
3 M CO

Industrials
300
New
$129.7 - $155.12 $38.9K - $46.5K
300 $44.1M
IBM
International Business Machines Corp

Technology
100
New
$217.4 - $264.74 $21.7K - $26.5K
100 $24.9M
JD
Jd.Com, Inc.

Consumer Cyclical
600
New
$33.1 - $45.21 $19.9K - $27.1K
600 $24.7M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.9K
+ 90.48%
$10.61 - $16.49 $20.2K - $31.3K
4K $49.8M
ADTN
Adtran Inc

Technology
2.5K
New
$8.49 - $11.83 $21.2K - $29.6K
2.5K $21.8M
TSLA
Tesla, Inc.

Consumer Cyclical
400
+ 66.67%
$222.15 - $428.22 $88.9K - $171K
1K $259M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
100
New
$80.53 - $147.57 $8.05K - $14.8K
100 $13.2M
ANGO
Angiodynamics Inc

Healthcare
1K
New
$8.37 - $12.94 $8.37K - $12.9K
1K $9.39M
Ishares Bitcoin Trust ETF
100
New
N/A
100 $4.68M
LMND
Lemonade, Inc.

Financial Services
-400
- 66.67%
$30.77 - $38.56 $12.3K - $15.4K
200 $6.29M
AAPL
Apple Inc.

Technology
-100
- 50.0%
$209.68 - $247.1 $21K - $24.7K
100 $22.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1K
- 9.09%
$85.29 - $92.57 $85.3K - $92.6K
10K $910M
SOFI
So Fi Technologies, Inc.

Financial Services
-4.5K
- 64.29%
$11.18 - $18.03 $50.3K - $81.1K
2.5K $29.1M
SQ
Block, Inc.

Technology
-800
- 36.36%
$54.04 - $92.95 $43.2K - $74.4K
1.4K $76.1M
AVGO
Broadcom Inc.

Technology
-600
- 85.71%
$167.43 - $244.7 $100K - $147K
100 $16.7M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-52K
- 99.43%
$2.52 - $4.08 $131K - $212K
300 $783K
AMD
Advanced Micro Devices Inc

Technology
-2.4K
- 92.31%
$96.63 - $129.55 $232K - $311K
200 $20.5M
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
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