Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,494 shares of RWL stock, worth $1.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,494

Previous 7,723 100.62%

Holding current value

$1.56 Million

Previous $756 Million 103.53%

% of portfolio

0.04%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$96.9 - $104.39 $753,009 - $811,214	7,771 Added 100.62%	15,494 $1.54 Billion
Q4 2024 Feb 03, 2025	BUY	$97.11 - $104.1 $23,112 - $24,775	238 Added 3.18%	7,723 $756 Million
Q3 2024 Oct 30, 2024	SELL	$90.36 - $98.07 $437,161 - $474,462	-4,838 Reduced 39.26%	7,485 $734 Million
Q2 2024 Jul 30, 2024	BUY	$89.19 - $93.47 $10,524 - $11,029	118 Added 0.97%	12,323 $1.14 Billion
Q1 2024 May 07, 2024	BUY	$84.24 - $93.73 $158,286 - $176,118	1,879 Added 18.2%	12,205 $1.14 Billion
Q4 2023 Apr 15, 2024	BUY	$74.89 - $85.43 $773,314 - $882,150	10,326 New	10,326 $881 Million

Others Institutions Holding RWL

# of Institutions

266

Shares Held

37.8M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
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Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History