Concurrent Investment Advisors, LLC T ROWE PRICE ETF INC Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Number of Shares
31,237
Previous 28,230 10.65%
Holding current value
$1.01 Billion
Previous $939 Million 7.36%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
3,007 Added 10.65%
31,237 $1.01 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
10,295 Added 57.4%
28,230 $939 Million
Q3 2024

Oct 30, 2024
BUY
N/A
17,935 New
17,935 $596 Million
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