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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
61,446
Previous 31,237 96.71%
Holding current value
$2.17 Billion
Previous $1.01 Billion 114.99%
% of portfolio
0.04%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
30,209 Added 96.71%
61,446 $2.17 Billion
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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