Concurrent Investment Advisors, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
127,656
Previous 117,912 8.26%
Holding current value
$3.35 Billion
Previous $3.04 Billion 10.32%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 29, 2025
BUY
N/A
9,744 Added 8.26%
127,656 $3.35 Billion
Q4 2024

Feb 03, 2025
SELL
N/A
-2,367 Reduced 1.97%
117,912 $3.04 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-2,718 Reduced 2.21%
120,279 $3.24 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
122,997 New
122,997 $3.18 Billion
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