Concurrent Investment Advisors, LLC TCW ETF TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
9,203
Previous 6,810 35.14%
Holding current value
$366 Million
Previous $269 Million 36.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
N/A
2,393 Added 35.14%
9,203 $366 Million
Q2 2025

Jul 25, 2025
BUY
N/A
6,810 New
6,810 $269 Million
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