Concurrent Investment Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Concurrent Investment Advisors, LLC

113,730

Previous 118,945 4.38%

$3.05 Billion

Previous $3.17 Billion 3.99%

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	N/A	-5,215 Reduced 4.38%	113,730 $3.05 Billion
Q2 2025 Jul 25, 2025	SELL	N/A	-5,377 Reduced 4.33%	118,945 $3.17 Billion
Q1 2025 Apr 29, 2025	SELL	N/A	-2,258 Reduced 1.78%	124,322 $3.24 Billion
Q4 2024 Feb 03, 2025	SELL	N/A	-3,857 Reduced 2.96%	126,580 $3.3 Billion
Q3 2024 Oct 30, 2024	SELL	N/A	-1,570 Reduced 1.19%	130,437 $3.51 Billion
Q2 2024 Jul 30, 2024	SELL	N/A	-977 Reduced 0.73%	132,007 $3.43 Billion
Q1 2024 May 07, 2024	BUY	N/A	313 Added 0.24%	132,984 $3.5 Billion
Q4 2023 Apr 15, 2024	BUY	N/A	132,671 New	132,671 $3.49 Billion

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