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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
31,554
Previous 31,554 -0.0%
Holding current value
$1.15 Billion
Previous $1.08 Billion 6.38%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Apr 29, 2025
BUY
N/A
231 Added 0.74%
31,554 $1.08 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
31,323 New
31,323 $1.1 Billion
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