Concurrent Investment Advisors, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
37,644
Previous 14,898 152.68%
Holding current value
$3.76 Billion
Previous $1.45 Billion 158.27%
% of portfolio
0.06%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
22,746 Added 152.68%
37,644 $3.76 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
751 Added 5.31%
14,898 $1.45 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
14,147 New
14,147 $1.39 Billion
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