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

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
124,322
Previous 126,580 1.78%
Holding current value
$3.24 Billion
Previous $3.3 Billion 1.84%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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