Concurrent Investment Advisors, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Concurrent Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$95.52 - $109.98 $124,653 - $143,523	-1,305 Reduced 41.35%	1,851 $200 Million
Q4 2024 Feb 03, 2025	SELL	$108.28 - $117.54 $84,133 - $91,328	-777 Reduced 19.76%	3,156 $344 Million
Q3 2024 Oct 30, 2024	SELL	$102.5 - $112.27 $89,072 - $97,562	-869 Reduced 18.1%	3,933 $441 Million
Q2 2024 Jul 30, 2024	SELL	$102.32 - $108.08 $55,559 - $58,687	-543 Reduced 10.16%	4,802 $498 Million
Q1 2024 May 07, 2024	SELL	$97.18 - $108.66 $3.8 Million - $4.25 Million	-39,140 Reduced 87.98%	5,345 $581 Million
Q4 2023 Apr 15, 2024	BUY	$86.22 - $101.67 $3.84 Million - $4.52 Million	44,485 New	44,485 $4.48 Billion

115

6.81M

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