Concurrent Investment Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
49,333
Previous 50,391 2.1%
Holding current value
$1.47 Billion
Previous $1.39 Billion 5.83%
% of portfolio
0.04%
Previous 0.04%

Shares

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