Concurrent Investment Advisors, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
104,772
Previous 78,671 33.18%
Holding current value
$1.77 Billion
Previous $1.25 Billion 41.21%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
N/A
26,101 Added 33.18%
104,772 $1.77 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
78,671 New
78,671 $1.25 Billion
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