Concurrent Investment Advisors, LLC VANGUARD MALVERN FDS Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
9,653
Previous 5,299 82.17%
Holding current value
$757 Million
Previous $411 Million 84.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
N/A
4,354 Added 82.17%
9,653 $757 Million
Q2 2025

Jul 25, 2025
BUY
N/A
5,299 New
5,299 $411 Million
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