Number of Shares
20,269
Previous 20,122 0.73%
Holding current value
$780 Million
Previous $631 Million 23.46%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
N/A
147 Added 0.73%
20,269 $780 Million
Q4 2023

Apr 15, 2024

BUY
N/A
20,122 New
20,122 $631 Million
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.