Concurrent Investment Advisors, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
14,898
Previous 14,147 5.31%
Holding current value
$1.45 Billion
Previous $1.39 Billion 4.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 25, 2025
BUY
N/A
751 Added 5.31%
14,898 $1.45 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
14,147 New
14,147 $1.39 Billion
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