Concurrent Investment Advisors, LLC GE VERNOVA INC Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
6,009
Previous 3,138 91.49%
Holding current value
$1.83 Billion
Previous $1.03 Billion 77.71%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Apr 29, 2025
BUY
N/A
2,871 Added 91.49%
6,009 $1.83 Billion
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email