Number of Shares
61,446
Previous 31,237 96.71%
Holding current value
$2.17 Billion
Previous $1.01 Billion 114.99%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jul 25, 2025

BUY
N/A
30,209 Added 96.71%
61,446 $2.17 Billion
Q1 2025

Apr 29, 2025

BUY
N/A
3,007 Added 10.65%
31,237 $1.01 Billion
Q4 2024

Feb 03, 2025

BUY
N/A
10,295 Added 57.4%
28,230 $939 Million
Q3 2024

Oct 30, 2024

BUY
N/A
17,935 New
17,935 $596 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.