Concurrent Investment Advisors, LLC THOMSON REUTERS CORP. Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Number of Shares
1,174
Previous 1,612 27.17%
Holding current value
$200 Million
Previous $272 Million 26.29%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
N/A
-438 Reduced 27.17%
1,174 $200 Million
Q2 2024

Jul 30, 2024
SELL
N/A
-11 Reduced 0.68%
1,612 $272 Million
Q1 2024

May 07, 2024
SELL
N/A
-128 Reduced 7.31%
1,623 $253 Million
Q4 2023

Apr 15, 2024
BUY
N/A
1,751 New
1,751 $256 Million
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