Concurrent Investment Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
373,884
Previous 315,511 18.5%
Holding current value
$13.2 Billion
Previous $10.5 Billion 25.7%
% of portfolio
0.23%
Previous 0.2%

Shares

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

Oct 27, 2025
BUY
N/A
58,373 Added 18.5%
373,884 $13.2 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
266,178 Added 539.55%
315,511 $10.5 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-1,058 Reduced 2.1%
49,333 $1.47 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
50,391 New
50,391 $1.39 Billion
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