Concurrent Investment Advisors, LLC GLOBAL X FDS Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
14,986
Previous 14,797 1.28%
Holding current value
$1.5 Billion
Previous $1.49 Billion 1.26%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
189 Added 1.28%
14,986 $1.5 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
2,440 Added 19.75%
14,797 $1.49 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
5,996 Added 94.26%
12,357 $1.24 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
22 Added 0.35%
6,361 $639 Million
Q2 2024

Jul 30, 2024
BUY
N/A
6,339 New
6,339 $637 Million
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