Number of Shares
38,003
Previous 36,592 3.86%
Holding current value
$314 Million
Previous $240 Million 30.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025

BUY
N/A
1,411 Added 3.86%
38,003 $314 Million
Q1 2025

Apr 29, 2025

BUY
N/A
18,452 Added 101.72%
36,592 $240 Million
Q4 2024

Feb 03, 2025

BUY
N/A
18,140 New
18,140 $126 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.