Concurrent Investment Advisors, LLC Tidal ETF Tr Sonicshares Globa Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$29.98 - $38.72 $640,972 - $827,833	21,380 New	21,380 $782 Million

Others Institutions Holding BOAT

# of Institutions

19

Shares Held

90.5K

Call Options Held

0

Put Options Held

0

Susquehanna International Group, LLP Bala Cynwyd, PA

19.1K
Shares

$590,716
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

16.2K
Shares

$501,397
0.0% of portfolio
Citizens Financial Group Inc

14K
Shares

$433,440
0.01% of portfolio
Assured Partners Investment Advisors, LLC Tampa, FL

12.3K
Shares

$382,263
0.06% of portfolio
Jane Street Group, LLC New York, NY

10.8K
Shares

$335,389
0.0% of portfolio

About TIDAL ETF TR SONICSHARES GLOBA

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