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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
8,981
Previous 8,175 9.86%
Holding current value
$347 Million
Previous $302 Million 14.66%
% 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
BUY
N/A
806 Added 9.86%
8,981 $347 Million
Q3 2024

Oct 30, 2024
BUY
N/A
8,175 New
8,175 $284 Million
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