Concurrent Investment Advisors, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
140,611
Previous 44,906 213.12%
Holding current value
$4.34 Billion
Previous $1.29 Billion 235.84%
% of portfolio
0.07%
Previous 0.03%

Shares

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

Oct 27, 2025
BUY
N/A
95,705 Added 213.12%
140,611 $4.34 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
14,132 Added 45.92%
44,906 $1.29 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
30,774 New
30,774 $774 Million
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