Concurrent Investment Advisors, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
223,563
Previous 178,946 24.93%
Holding current value
$7.75 Billion
Previous $6.02 Billion 28.72%
% of portfolio
0.13%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
44,617 Added 24.93%
223,563 $7.75 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
9,609 Added 5.67%
178,946 $6.02 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
3,843 Added 2.32%
169,337 $5.23 Billion
Q4 2024

Feb 03, 2025
SELL
N/A
-20,239 Reduced 10.9%
165,494 $4.91 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-2,768 Reduced 1.47%
185,733 $5.71 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
188,501 New
188,501 $5.36 Billion
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