Concurrent Investment Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
36,238
Previous 30,375 19.3%
Holding current value
$2.16 Billion
Previous $1.88 Billion 14.75%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
5,863 Added 19.3%
36,238 $2.16 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
7,133 Added 30.69%
30,375 $1.88 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
5,434 Added 30.51%
23,242 $1.42 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
7,000 Added 64.77%
17,808 $1.04 Billion
Q1 2024

May 07, 2024
BUY
N/A
10,808 New
10,808 $605 Million
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