Concurrent Investment Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Number of Shares
194,459
Previous 197,479 1.53%
Holding current value
$6.04 Billion
Previous $5.87 Billion 2.84%
% of portfolio
0.18%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
N/A
-3,020 Reduced 1.53%
194,459 $6.04 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
197,479 New
197,479 $5.87 Billion
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