Concurrent Investment Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
15,209
Previous 9,578 58.79%
Holding current value
$525 Million
Previous $299 Million 75.59%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
5,631 Added 58.79%
15,209 $525 Million
Q1 2025

Apr 29, 2025
BUY
N/A
9,578 New
9,578 $299 Million
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