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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
125,116
Previous 125,697 0.46%
Holding current value
$4.7 Billion
Previous $4.71 Billion 0.26%
% of portfolio
0.11%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-581 Reduced 0.46%
125,116 $4.7 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
125,697 New
125,697 $4.71 Billion
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