Concurrent Investment Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
15,392
Previous 15,209 1.2%
Holding current value
$574 Million
Previous $525 Million 9.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
N/A
183 Added 1.2%
15,392 $574 Million
Q2 2025

Jul 25, 2025
BUY
N/A
5,631 Added 58.79%
15,209 $525 Million
Q1 2025

Apr 29, 2025
BUY
N/A
9,578 New
9,578 $299 Million
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