Concurrent Investment Advisors, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
23,349
Previous 17,450 33.81%
Holding current value
$597 Million
Previous $445 Million 34.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
N/A
5,899 Added 33.81%
23,349 $597 Million
Q1 2025

Apr 29, 2025
BUY
N/A
17,450 New
17,450 $445 Million
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