Concurrent Investment Advisors, LLC NEOS ETF TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
32,525
Previous 12,996 150.27%
Holding current value
$1.76 Billion
Previous $676 Million 160.81%
% of portfolio
0.03%
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
19,529 Added 150.27%
32,525 $1.76 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
6,346 Added 95.43%
12,996 $676 Million
Q1 2025

Apr 29, 2025
BUY
N/A
6,650 New
6,650 $315 Million
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