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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Number of Shares
130,437
Previous 132,007 1.19%
Holding current value
$3.51 Billion
Previous $3.43 Billion 2.11%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email