Concurrent Investment Advisors, LLC PGIM ROCK ETF TR Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
67,409
Previous 103,702 35.0%
Holding current value
$2.03 Billion
Previous $2.99 Billion 32.01%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Oct 27, 2025
SELL
N/A
-36,293 Reduced 35.0%
67,409 $2.03 Billion
Q2 2025

Jul 25, 2025
SELL
N/A
-8,797 Reduced 7.82%
103,702 $2.99 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-10,534 Reduced 8.56%
112,499 $2.98 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
857 Added 0.7%
123,033 $3.34 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
122,176 New
122,176 $3.25 Billion
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email