Concurrent Investment Advisors, LLC CAPITAL GROUP EQUITY ETF TR Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
308,903
Previous 96,946 218.63%
Holding current value
$8.77 Billion
Previous $2.61 Billion 236.53%
% of portfolio
0.15%
Previous 0.05%

Shares

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

Oct 27, 2025
BUY
N/A
211,957 Added 218.63%
308,903 $8.77 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
56,382 Added 139.0%
96,946 $2.61 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
40,564 New
40,564 $969 Million
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email