Concurrent Investment Advisors, LLC Purchases in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGIN
Vaneck Fds Digital India ETF
5.03K
New
N/A
5.03K $225M
CGUS
Capital Group Core Equity ETF
4.96K
+ 18.36%
$31.19 - $34.33 $155K - $170K
32K $1.1B
SON
Sonoco Products CO

Consumer Cyclical
4.1K
New
$48.33 - $56.57 $198K - $232K
4.1K $224M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
18.1K
New
$11.52 - $12.52 $208K - $226K
18.1K $223M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
15.5K
New
$14.16 - $14.47 $219K - $224K
15.5K $223M
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.02%
$397.04 - $469.48 $397 - $469
4.31K $1.98B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.17K
New
$63.28 - $70.06 $200K - $222K
3.17K $222M
EFX
Equifax Inc

Industrials
753
New
$236.42 - $307.13 $178K - $231K
753 $221M
EXR
Extra Space Storage Inc.

Real Estate
1.23K
New
$151.92 - $183.06 $187K - $225K
1.23K $221M
WCC
Wesco International Inc

Industrials
1.32K
New
$149.47 - $183.24 $197K - $241K
1.32K $221M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.88K
New
$29.24 - $45.37 $143K - $221K
4.88K $220M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.5K
New
$41.22 - $51.19 $185K - $230K
4.5K $219M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2.17K
+ 4.68%
$21.65 - $25.28 $46.9K - $54.8K
48.5K $1.23B
BC
Brunswick Corp

Consumer Cyclical
2.61K
New
$69.46 - $84.53 $181K - $221K
2.61K $219M
SWK
Stanley Black & Decker, Inc.

Industrials
1.98K
New
$77.75 - $110.17 $154K - $218K
1.98K $218M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4.9K
New
$33.88 - $42.53 $166K - $208K
4.9K $216M
BFB
Brown Forman Corp Cl B
4.4K
New
N/A
4.4K $216M
FITB
Fifth Third Bancorp

Financial Services
5.02K
New
$36.01 - $43.64 $181K - $219K
5.02K $215M
IWS
Ishares Russell Midcap Value E

ETFs
1.63K
New
$119.52 - $132.25 $194K - $215K
1.63K $215M
SNPS
Synopsys Inc

Technology
498
+ 115.55%
$463.97 - $621.3 $231K - $309K
929 $471M
LEN
Lennar Corp

Consumer Cyclical
250
+ 5.64%
$142.5 - $192.45 $35.6K - $48.1K
4.69K $878M
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.66K
New
$54.33 - $59.01 $199K - $216K
3.66K $213M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.33K
New
$58.75 - $64.07 $195K - $213K
3.33K $213M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.38K
New
$81.17 - $90.77 $194K - $216K
2.38K $213M
Solventum Corp
3.05K
New
N/A
3.05K $213M
TDIV
First Trust Nasdaq Technology

ETFs
1.76K
+ 11.66%
$70.51 - $81.07 $124K - $143K
16.8K $1.35B
PEAK
Healthpeak Properties, Inc.

Real Estate
9.19K
New
N/A
9.19K $210M
WEN
Wendy'S CO

Consumer Cyclical
8.88K
+ 9.14%
$15.83 - $18.24 $141K - $162K
106K $1.86B
FTA
First Tr Large Cap Value

ETFs
1.47K
+ 8.77%
$72.76 - $79.13 $107K - $117K
18.3K $1.45B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
778
+ 32.27%
$201.82 - $234.36 $157K - $182K
3.19K $735M
ILMN
Illumina, Inc.

Healthcare
1.6K
New
$105.28 - $135.9 $168K - $217K
1.6K $209M
IQV
Iqvia Holdings Inc.

Healthcare
301
+ 5.6%
$206.81 - $251.55 $62.2K - $75.7K
5.68K $1.35B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.33K
New
$44.46 - $48.11 $192K - $208K
4.33K $208M
DE
Deere & CO

Industrials
80
+ 2.0%
$344.84 - $418.0 $27.6K - $33.4K
4.08K $1.7B
FIDI
Fidelity Covington Tr

ETFs
4.98K
+ 7.25%
$19.71 - $21.83 $98.1K - $109K
73.6K $1.6B
FEX
First Tr Large Cap Core Alphde

ETFs
1.99K
New
$94.21 - $104.17 $187K - $207K
1.99K $207M
IAI
Ishares Tr Us Broker Dealers &

ETFs
308
+ 2.17%
$115.73 - $128.74 $35.6K - $39.7K
14.5K $1.86B
CPNG
Coupang, Inc.

Consumer Cyclical
8.34K
New
$19.79 - $24.92 $165K - $208K
8.34K $205M
AIG
American International Group, Inc.

Financial Services
2.79K
New
$70.16 - $79.23 $196K - $221K
2.79K $205M
Ea Series Trust
5.21K
+ 6.92%
N/A
80.5K $2.44B
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.15K
+ 6.29%
$122.48 - $142.51 $141K - $164K
19.4K $2.69B
DGRO
Ishares Core Dividend Growth E

ETFs
876
+ 3.03%
$57.47 - $62.76 $50.3K - $55K
29.8K $1.87B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
548
+ 1.21%
$74.26 - $78.84 $40.7K - $43.2K
45.9K $3.6B
PIPR
Piper Sandler Companies

Financial Services
707
New
$230.9 - $287.51 $163K - $203K
707 $201M
FCNCA
First Citizens Bancshares Inc

Financial Services
109
New
$1685.92 - $2128.51 $184K - $232K
109 $201M
MEAR
Blackrock Short Maturity Munic

ETFs
3.99K
New
$49.99 - $50.34 $199K - $201K
3.99K $201M
EQIX
Equinix Inc

Real Estate
34
+ 2.62%
$749.0 - $890.01 $25.5K - $30.3K
1.33K $1.18B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 3.71%
$61.47 - $67.36 $72.7K - $79.7K
33.1K $2.23B
SIVR
Abrdn Silver ETF Trust

ETFs
3.72K
+ 8.1%
$25.48 - $30.77 $94.8K - $114K
49.7K $1.48B
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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