Concurrent Investment Advisors, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024
Number of Shares
10,060
Previous 11,717 14.14%
Holding current value
$193 Million
Previous $208 Million 7.27%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
N/A
-1,657 Reduced 14.14%
10,060 $193 Million
Q4 2023

Apr 15, 2024
BUY
N/A
11,717 New
11,717 $208 Million
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