Concurrent Investment Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
315,511
Previous 49,333 539.55%
Holding current value
$10.5 Billion
Previous $1.47 Billion 614.77%
% of portfolio
0.2%
Previous 0.04%

Shares

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