Concurrent Investment Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
27,736
Previous 12,955 114.09%
Holding current value
$2.77 Billion
Previous $1.22 Billion 127.35%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
N/A
14,781 Added 114.09%
27,736 $2.77 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
1,235 Added 10.54%
12,955 $1.22 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
5,617 Added 92.04%
11,720 $844 Million
Q4 2024

Feb 03, 2025
BUY
N/A
761 Added 14.25%
6,103 $498 Million
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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