Concurrent Investment Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Concurrent Investment Advisors, LLC

118,945

Previous 124,322 4.33%

$3.17 Billion

Previous $3.24 Billion 1.94%

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	N/A	-5,377 Reduced 4.33%	118,945 $3.17 Billion
Q1 2025 Apr 29, 2025	SELL	N/A	-2,258 Reduced 1.78%	124,322 $3.24 Billion
Q4 2024 Feb 03, 2025	SELL	N/A	-3,857 Reduced 2.96%	126,580 $3.3 Billion
Q3 2024 Oct 30, 2024	SELL	N/A	-1,570 Reduced 1.19%	130,437 $3.51 Billion
Q2 2024 Jul 30, 2024	SELL	N/A	-977 Reduced 0.73%	132,007 $3.43 Billion
Q1 2024 May 07, 2024	BUY	N/A	313 Added 0.24%	132,984 $3.5 Billion
Q4 2023 Apr 15, 2024	BUY	N/A	132,671 New	132,671 $3.49 Billion

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

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