Concurrent Investment Advisors, LLC NEUBERGER BERMAN ETF TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
8,137
Previous 7,992 1.81%
Holding current value
$219 Million
Previous $208 Million 5.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
N/A
145 Added 1.81%
8,137 $219 Million
Q2 2025

Jul 25, 2025
BUY
N/A
148 Added 1.89%
7,992 $208 Million
Q1 2025

Apr 29, 2025
BUY
N/A
7,844 New
7,844 $201 Million
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