Concurrent Investment Advisors, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
44,906
Previous 30,774 45.92%
Holding current value
$1.29 Billion
Previous $774 Million 67.09%
% of portfolio
0.03%
Previous 0.02%

Shares

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