Concurrent Investment Advisors, LLC EA SERIES TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
26,090
Previous 26,670 2.17%
Holding current value
$809 Million
Previous $729 Million 11.04%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-580 Reduced 2.17%
26,090 $809 Million
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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