Concurrent Investment Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
15,772
Previous 18,183 13.26%
Holding current value
$313 Million
Previous $359 Million 12.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
SELL
N/A
-2,411 Reduced 13.26%
15,772 $313 Million
Q2 2025

Jul 25, 2025
BUY
N/A
18,183 New
18,183 $359 Million
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