Concurrent Investment Advisors, LLC TIDAL TRUST I Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
37,638
Previous 34,168 10.16%
Holding current value
$4.45 Billion
Previous $3.48 Billion 27.68%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 25, 2025
BUY
N/A
3,470 Added 10.16%
37,638 $4.45 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
264 Added 0.78%
34,168 $3.48 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
33,904 New
33,904 $3.69 Billion
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