Concurrent Investment Advisors, LLC Put Options Transactions in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.3K
+ 45.99%
$617.65 - $666.84 $3.89M - $4.2M
20K $13.3B
AAPL
Apple Inc.

Technology
5.8K
New
$202.38 - $256.87 $1.17M - $1.49M
5.8K $1.48B
JNJ
Johnson & Johnson

Healthcare
2K
New
$155.17 - $185.42 $310K - $371K
2K $371M
WDC
Western Digital Corp

Technology
2.5K
New
$63.84 - $120.06 $160K - $300K
2.5K $300M
STX
Seagate Technology Holdings PLC

Technology
1K
New
$142.01 - $236.06 $142K - $236K
1K $236M
TSLA
Tesla, Inc.

Consumer Cyclical
500
New
$293.94 - $444.72 $147K - $222K
500 $222M
MRK
Merck & Co., Inc.

Healthcare
1.2K
+ 1200.0%
$77.6 - $87.37 $93.1K - $105K
1.3K $109M
PFE
Pfizer Inc

Healthcare
3K
New
$23.29 - $25.88 $69.9K - $77.6K
3K $76.4M
META
Meta Platforms, Inc.

Communication Services
100
New
$695.21 - $791.73 $69.5K - $79.2K
100 $73.4M
IONQ
Ion Q, Inc.

Technology
1K
New
$36.79 - $75.14 $36.8K - $75.1K
1K $61.5M
ISRG
Intuitive Surgical Inc

Healthcare
100
New
$433.66 - $544.47 $43.4K - $54.4K
100 $44.7M
ADI
Analog Devices Inc

Technology
100
New
$220.68 - $255.63 $22.1K - $25.6K
100 $24.6M
AMZN
Amazon Com Inc

Consumer Cyclical
100
New
$211.65 - $238.24 $21.2K - $23.8K
100 $22M
VST
Vistra Corp.

Utilities
100
New
$182.0 - $217.92 $18.2K - $21.8K
100 $19.6M
AEM
Agnico Eagle Mines LTD

Basic Materials
100
New
$116.14 - $168.56 $11.6K - $16.9K
100 $16.9M
Arista Networks Inc
100
New
N/A
100 $14.6M
Circle Internet Group Inc
100
New
N/A
100 $13.3M
VFC
V F Corp

Consumer Cyclical
700
New
$11.66 - $15.56 $8.16K - $10.9K
700 $10.1M
OKTA
Okta, Inc.

Technology
100
New
$88.51 - $101.1 $8.85K - $10.1K
100 $9.17M
NDAQ
Nasdaq, Inc.

Financial Services
100
New
$86.73 - $96.94 $8.67K - $9.69K
100 $8.85M
IBKR
Interactive Brokers Group, Inc.

Financial Services
100
New
$56.32 - $68.81 $5.63K - $6.88K
100 $6.88M
INTC
Intel Corp

Technology
100
New
$19.31 - $35.5 $1.93K - $3.55K
100 $3.36M
NVDA
Nvidia Corp

Technology
-2.6K
- 37.14%
$153.3 - $186.58 $399K - $485K
4.4K $821M
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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