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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
178,701
Previous 125,116 42.83%
Holding current value
$6.85 Billion
Previous $4.7 Billion 45.66%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Jul 25, 2025
BUY
N/A
53,585 Added 42.83%
178,701 $6.85 Billion
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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