Concurrent Investment Advisors, LLC WERIDE INC Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
40,250
Previous 36,275 10.96%
Holding current value
$398 Million
Previous $286 Million 39.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
N/A
3,975 Added 10.96%
40,250 $398 Million
Q2 2025

Jul 25, 2025
BUY
N/A
21,499 Added 145.5%
36,275 $286 Million
Q1 2025

Apr 29, 2025
BUY
N/A
14,776 New
14,776 $201 Million
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