Concurrent Investment Advisors, LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Number of Shares
13,564
Previous 19,589 30.76%
Holding current value
$529 Million
Previous $763 Million 30.68%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
N/A
-6,025 Reduced 30.76%
13,564 $529 Million
Q2 2024

Jul 30, 2024
BUY
N/A
19,589 New
19,589 $763 Million
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