Concurrent Investment Advisors, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Number of Shares
185,733
Previous 188,501 1.47%
Holding current value
$5.71 Billion
Previous $5.36 Billion 6.39%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
N/A
-2,768 Reduced 1.47%
185,733 $5.71 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
188,501 New
188,501 $5.36 Billion
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