Concurrent Investment Advisors, LLC GE VERNOVA INC Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Number of Shares
3,138
Previous 3,066 2.35%
Holding current value
$1.03 Billion
Previous $782 Million 32.03%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
N/A
72 Added 2.35%
3,138 $1.03 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-22 Reduced 0.71%
3,066 $782 Million
Q2 2024

Jul 30, 2024
BUY
N/A
3,088 New
3,088 $530 Million
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