Concurrent Investment Advisors, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
27,062
Previous 26,518 2.05%
Holding current value
$556 Million
Previous $537 Million 3.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
N/A
544 Added 2.05%
27,062 $556 Million
Q1 2025

Apr 29, 2025
BUY
N/A
8,268 Added 45.3%
26,518 $537 Million
Q4 2024

Feb 03, 2025
BUY
N/A
1,918 Added 11.74%
18,250 $364 Million
Q3 2024

Oct 30, 2024
BUY
N/A
921 Added 5.98%
16,332 $351 Million
Q2 2024

Jul 30, 2024
BUY
N/A
5,351 Added 53.19%
15,411 $296 Million
Q1 2024

May 07, 2024
SELL
N/A
-1,657 Reduced 14.14%
10,060 $193 Million
Q4 2023

Apr 15, 2024
BUY
N/A
11,717 New
11,717 $208 Million
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