Concurrent Investment Advisors, LLC MANAGED PORTFOLIO SERIES Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
15,167
Previous 14,351 5.69%
Holding current value
$383 Million
Previous $344 Million 11.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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