Concurrent Investment Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 26,943 shares of PSEP stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,943
Previous 17,580 53.26%
Holding current value
$0
Previous $719 Million 60.98%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
N/A
9,363 Added 53.26%
26,943 $1.16 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
412 Added 2.4%
17,580 $719 Million
Q1 2025

Apr 29, 2025
BUY
N/A
142 Added 0.83%
17,168 $659 Million
Q4 2024

Feb 03, 2025
BUY
N/A
17,026 New
17,026 $665 Million

Others Institutions Holding PSEP

# of Institutions
235
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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