Concurrent Investment Advisors, LLC TIDAL TRUST I Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
37,712
Previous 37,638 0.2%
Holding current value
$4.87 Billion
Previous $4.45 Billion 9.58%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
74 Added 0.2%
37,712 $4.87 Billion
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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