Concurrent Investment Advisors, LLC INVESCO EXCH TRADED FD TR II Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
16,862
Previous 17,266 2.34%
Holding current value
$599 Million
Previous $540 Million 10.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
N/A
-404 Reduced 2.34%
16,862 $599 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-81 Reduced 0.47%
17,266 $540 Million
Q4 2024

Feb 03, 2025
BUY
N/A
17,347 New
17,347 $581 Million
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