Concurrent Investment Advisors, LLC CAPITAL GROUP GLOBAL EQUITY Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
237,559
Previous 167,350 41.95%
Holding current value
$7.31 Billion
Previous $4.88 Billion 49.73%
% of portfolio
0.13%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
70,209 Added 41.95%
237,559 $7.31 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
6,515 Added 4.05%
167,350 $4.88 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
160,835 New
160,835 $4.16 Billion
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