Concurrent Investment Advisors, LLC NEOS ETF TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
12,996
Previous 6,650 95.43%
Holding current value
$676 Million
Previous $315 Million 114.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
N/A
6,346 Added 95.43%
12,996 $676 Million
Q1 2025

Apr 29, 2025
BUY
N/A
6,650 New
6,650 $315 Million
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