Concurrent Investment Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Number of Shares
5,342
Previous 4,332 23.31%
Holding current value
$297 Million
Previous $227 Million 30.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
N/A
1,010 Added 23.31%
5,342 $297 Million
Q2 2024

Jul 30, 2024
BUY
N/A
584 Added 15.58%
4,332 $227 Million
Q1 2024

May 07, 2024
BUY
N/A
3,748 New
3,748 $233 Million
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