Concurrent Investment Advisors, LLC CAPITAL GROUP GLOBAL EQUITY Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
167,350
Previous 160,835 4.05%
Holding current value
$4.88 Billion
Previous $4.16 Billion 17.45%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 25, 2025
BUY
N/A
6,515 Added 4.05%
167,350 $4.88 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
160,835 New
160,835 $4.16 Billion
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