Number of Shares
4,605
Previous 4,639 0.73%
Holding current value
$432 Million
Previous $362 Million 19.54%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
N/A
-34 Reduced 0.73%
4,605 $432 Million
Q2 2024

Jul 30, 2024

BUY
N/A
731 Added 18.71%
4,639 $362 Million
Q1 2024

May 07, 2024

SELL
N/A
-250 Reduced 6.01%
3,908 $355 Million
Q4 2023

Apr 15, 2024

BUY
N/A
4,158 New
4,158 $321 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.