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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
31,023
Previous 31,554 1.68%
Holding current value
$1.18 Billion
Previous $1.15 Billion 2.56%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 27, 2025
SELL
N/A
-531 Reduced 1.68%
31,023 $1.18 Billion
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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