Concurrent Investment Advisors, LLC FIRST TR EXCH TRADED FD III Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
20,116
Previous 11,334 77.48%
Holding current value
$413 Million
Previous $226 Million 82.28%
% of portfolio
0.01%
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
8,782 Added 77.48%
20,116 $413 Million
Q1 2025

Apr 29, 2025
BUY
N/A
11,334 New
11,334 $226 Million
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