Concurrent Investment Advisors, LLC EA SERIES TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
26,670
Previous 79,043 66.26%
Holding current value
$729 Million
Previous $2.18 Billion 66.56%
% of portfolio
0.02%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-52,373 Reduced 66.26%
26,670 $729 Million
Q4 2024

Feb 03, 2025
SELL
N/A
-1,493 Reduced 1.85%
79,043 $2.18 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
5,209 Added 6.92%
80,536 $2.44 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
75,327 New
75,327 $2.24 Billion
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