Concurrent Investment Advisors, LLC SOLVENTUM CORP Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
2,727
Previous 2,842 4.05%
Holding current value
$207 Million
Previous $216 Million 4.3%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
N/A
-115 Reduced 4.05%
2,727 $207 Million
Q1 2025

Apr 29, 2025
BUY
N/A
2,842 New
2,842 $216 Million
Q3 2024

Oct 30, 2024
BUY
N/A
3,050 New
3,050 $213 Million
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