Concurrent Investment Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Number of Shares
30,375
Previous 23,242 30.69%
Holding current value
$1.88 Billion
Previous $1.42 Billion 32.61%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
N/A
7,133 Added 30.69%
30,375 $1.88 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
5,434 Added 30.51%
23,242 $1.42 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
7,000 Added 64.77%
17,808 $1.04 Billion
Q1 2024

May 07, 2024
BUY
N/A
10,808 New
10,808 $605 Million
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