Concurrent Investment Advisors, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
500,123
Previous 10,403 4707.49%
Holding current value
$10.5 Billion
Previous $216 Million 4760.78%
% of portfolio
0.2%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
489,720 Added 4707.49%
500,123 $10.5 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
10,403 New
10,403 $216 Million
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email