Concurrent Investment Advisors, LLC Reduced Holdings in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-7.07K
- 6.43%
$32.34 - $35.85 $229K - $254K
103K $3.65B
PULS
Pgim ETF Tr

ETFs
-5.28K
- 49.83%
$49.47 - $49.8 $261K - $263K
5.32K $265M
SYK
Stryker Corp

Healthcare
-1.18K
- 13.53%
$315.94 - $371.96 $372K - $439K
7.54K $2.72B
Hartford Fds Exchange Traded
-6.03K
- 30.76%
N/A
13.6K $529M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.37K
- 15.99%
$175.0 - $190.72 $415K - $453K
12.5K $2.38B
COIN
Coinbase Global, Inc.

Technology
-759
- 38.72%
$147.09 - $265.15 $112K - $201K
1.2K $214M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.74K
- 20.51%
$59.61 - $60.15 $223K - $225K
14.5K $868M
PLD
Prologis, Inc.

Real Estate
-3.24K
- 20.84%
$111.95 - $132.43 $363K - $429K
12.3K $1.55B
TME
Tencent Music Entertainment Group

Communication Services
-11K
- 37.93%
$9.46 - $15.28 $104K - $168K
18K $217M
FSIG
First Tr ETF Iv LTD Duration I
-12.8K
- 10.26%
$18.72 - $19.32 $240K - $247K
112K $2.15B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-33.3K
- 58.65%
$5.44 - $5.91 $181K - $197K
23.5K $136M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.2K
- 13.9%
$93.65 - $97.81 $206K - $215K
13.6K $1.33B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.09K
- 6.98%
$60.84 - $67.51 $553K - $614K
121K $8.18B
NUE
Nucor Corp

Basic Materials
-697
- 16.07%
$137.77 - $166.14 $96K - $116K
3.64K $547M
BIIB
Biogen Inc.

Healthcare
-46
- 1.36%
$189.07 - $236.8 $8.7K - $10.9K
3.34K $647M
ABNB
Airbnb, Inc.

Consumer Cyclical
-23
- 0.43%
$113.01 - $154.34 $2.6K - $3.55K
5.34K $677M
PATH
Ui Path, Inc.

Technology
-10.7K
- 30.1%
$10.75 - $13.24 $115K - $142K
24.8K $318M
HTGC
Hercules Capital, Inc.

Financial Services
-5.19K
- 13.85%
$17.71 - $21.67 $92K - $113K
32.3K $634M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-2.79K
- 40.2%
$47.72 - $53.81 $133K - $150K
4.15K $221M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-4.84K
- 26.79%
$13.65 - $23.25 $66.1K - $113K
13.2K $244M
EWJ
Ishares Msci Japan ETF

ETFs
-1.92K
- 27.12%
$63.12 - $72.99 $121K - $140K
5.17K $370M
Canopy Growth Corp
-11.2K
- 36.46%
N/A
19.5K $93.9M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.1K
- 1.84%
$133.16 - $158.73 $146K - $174K
58.6K $8.88B
MGM
Mgm Resorts International

Consumer Cyclical
-1.17K
- 11.85%
$34.07 - $46.78 $39.9K - $54.8K
8.72K $341M
DAL
Delta Air Lines, Inc.

Industrials
-3.03K
- 18.0%
$37.32 - $51.8 $113K - $157K
13.8K $700M
Bunge Global Sa
-334
- 6.73%
N/A
4.63K $447M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-3.22K
- 26.64%
$24.05 - $24.42 $77.5K - $78.7K
8.88K $215M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-114
- 1.22%
$169.92 - $205.38 $19.4K - $23.4K
9.27K $1.77B
WSO
Watsco Inc

Industrials
-341
- 10.91%
$448.73 - $519.89 $153K - $177K
2.78K $1.37B
TROW
Price T Rowe Group Inc

Financial Services
-444
- 10.78%
$101.71 - $120.75 $45.2K - $53.6K
3.67K $400M
FDX
Fedex Corp

Industrials
-29
- 1.16%
$254.64 - $313.52 $7.38K - $9.09K
2.48K $677M
OII
Oceaneering International Inc

Energy
-9.68K
- 6.96%
$22.41 - $30.02 $217K - $290K
129K $3.22B
FDD
First Trust Stoxx European Sel

ETFs
-7.72K
- 24.13%
$11.46 - $12.62 $88.5K - $97.4K
24.3K $302M
Thomson Reuters Corp.
-438
- 27.17%
N/A
1.17K $200M
CDNS
Cadence Design Systems Inc

Technology
-115
- 11.52%
$246.84 - $321.11 $28.4K - $36.9K
883 $239M
Solarmax Technology Inc
-3K
- 12.17%
N/A
21.7K $13.7M
FTHI
First Trust Exchange Traded Fd

ETFs
-3.72K
- 10.9%
$21.47 - $23.16 $79.9K - $86.2K
30.4K $700M
ELV
Elevance Health, Inc.

Healthcare
-61
- 3.97%
$500.12 - $562.29 $30.5K - $34.3K
1.48K $767M
HYG
Ishares Tr

ETFs
-1.51K
- 8.41%
$76.72 - $80.36 $116K - $121K
16.4K $1.32B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.79K
- 9.0%
$11.03 - $18.11 $19.8K - $32.4K
18.1K $203M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-869
- 18.1%
$102.5 - $112.27 $89.1K - $97.6K
3.93K $441M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-977
- 6.4%
$8.26 - $12.16 $8.07K - $11.9K
14.3K $128M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.2K
- 4.15%
$81.31 - $83.29 $97.6K - $99.9K
27.7K $2.31B
TTE
Total Energies Se

Energy
-598
- 8.25%
$68.61 - $68.61 $41K - $41K
6.65K $430M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-6K
- 24.97%
$10.24 - $10.96 $61.4K - $65.8K
18K $195M
CSWC
Capital Southwest Corp

Financial Services
-1.55K
- 8.89%
$23.56 - $27.07 $36.4K - $41.8K
15.8K $400M
OMF
One Main Holdings, Inc.

Financial Services
-799
- 8.7%
$43.27 - $53.14 $34.6K - $42.5K
8.39K $395M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-3.9K
- 15.87%
$17.34 - $19.53 $67.6K - $76.2K
20.7K $404M
LNC
Lincoln National Corp

Financial Services
-1.7K
- 10.76%
$28.71 - $34.05 $48.7K - $57.7K
14.1K $443M
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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