Concurrent Investment Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
Number of Shares
199,248
Previous 191,462
4.07%
Holding current value
$6.17 Billion
Previous $5.99 Billion
3.1%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions