Concurrent Investment Advisors, LLC MANAGED PORTFOLIO SERIES Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
42,983
Previous 15,167 183.4%
Holding current value
$1.1 Billion
Previous $383 Million 186.21%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
27,816 Added 183.4%
42,983 $1.1 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
816 Added 5.69%
15,167 $383 Million
Q1 2025

Apr 29, 2025
BUY
N/A
14,351 New
14,351 $344 Million
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