Concurrent Investment Advisors, LLC Asset Management

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$5.22 Billion 0.15% of portfolio
34,084
Q3 2024 Added 4.47%
$0
$4.99 Billion 0.15% of portfolio
246,634
Q3 2024 Added 1.91%
$103B
$2.41 Billion 0.07% of portfolio
19,323
Q3 2024 Added 1.77%
$0
$1.74 Billion 0.05% of portfolio
82,970
Q3 2024 Added 9.69%
$0
$1.53 Billion 0.05% of portfolio
70,504
Q3 2024 Added 463.45%
$0
$1.01 Billion 0.03% of portfolio
30,659
Q3 2024 Added 4.5%
$10.4B
$1 Billion 0.03% of portfolio
51,687
Q3 2024 New
$30.3B
$948 Million 0.03% of portfolio
6,080
Q3 2024 Added 4.88%
$4.24B
$935 Million 0.03% of portfolio
18,644
Q3 2024 Added 7.83%
$0
$881 Million 0.03% of portfolio
46,300
Q3 2024 New
$0
$855 Million 0.03% of portfolio
75,100
Q3 2024 Reduced 3.84%
$127B
$853 Million 0.03% of portfolio
6,533
Q3 2024 Added 17.75%
$0
$730 Million 0.02% of portfolio
58,981
Q3 2024 Added 30.19%
$2.39B
$686 Million 0.02% of portfolio
31,832
Q3 2024 Added 17.01%
$2.44B
$634 Million 0.02% of portfolio
32,299
Q3 2024 Reduced 13.85%
$0
$582 Million 0.02% of portfolio
51,290
Q3 2024 Added 20.69%
$0
$543 Million 0.02% of portfolio
76,533
Q3 2024 Added 17.24%
$62.7B
$518 Million 0.02% of portfolio
7,210
Q3 2024 Reduced 11.7%
$664M
$497 Million 0.01% of portfolio
41,729
Q3 2024 Added 2.94%
$0
$456 Million 0.01% of portfolio
112,000
Q3 2024 Added 9.1%
$0
$443 Million 0.01% of portfolio
50,178
Q3 2024 Reduced 0.25%
$0
$437 Million 0.01% of portfolio
40,402
Q3 2024 Added 15.49%
$0
$404 Million 0.01% of portfolio
20,675
Q3 2024 Reduced 15.87%
$580M
$400 Million 0.01% of portfolio
15,832
Q3 2024 Reduced 8.89%
$26.2B
$400 Million 0.01% of portfolio
3,673
Q3 2024 Reduced 10.78%
$3.62B
$394 Million 0.01% of portfolio
11,297
Q3 2024 Reduced 5.52%
$0
$360 Million 0.01% of portfolio
27,443
Q2 2024 Reduced 6.32%
$11.2B
$359 Million 0.01% of portfolio
5,195
Q3 2024 Reduced 11.09%
$0
$358 Million 0.01% of portfolio
33,253
Q3 2024 New
$0
$330 Million 0.01% of portfolio
23,318
Q3 2024 Added 19.92%
$0
$327 Million 0.01% of portfolio
36,238
Q3 2024 Reduced 11.05%
$0
$326 Million 0.01% of portfolio
32,501
Q2 2024 New
$56.8B
$308 Million 0.01% of portfolio
657
Q3 2024 Reduced 0.61%
$1.06B
$296 Million 0.01% of portfolio
6,838
Q3 2024 Added 0.6%
$0
$295 Million 0.01% of portfolio
22,746
Q3 2024 Added 28.85%
$0
$292 Million 0.01% of portfolio
15,000
Q4 2023 New
$0
$288 Million 0.01% of portfolio
24,113
Q3 2024 Added 14.33%
$1.11B
$286 Million 0.01% of portfolio
17,234
Q3 2024 New
$0
$286 Million 0.01% of portfolio
8,525
Q3 2024 Added 4.42%
$0
$281 Million 0.01% of portfolio
42,454
Q3 2024 Added 43.02%
$0
$272 Million 0.01% of portfolio
26,451
Q3 2024 Added 21.31%
$0
$267 Million 0.01% of portfolio
40,671
Q3 2024 Added 6.06%
$0
$266 Million 0.01% of portfolio
19,077
Q3 2024 Reduced 0.42%
$0
$265 Million 0.01% of portfolio
22,177
Q3 2024 Reduced 4.05%
$0
$257 Million 0.01% of portfolio
24,499
Q3 2024 Added 8.1%
$19.3B
$250 Million 0.01% of portfolio
2,908
Q2 2024 New
$0
$248 Million 0.01% of portfolio
24,356
Q3 2024 Added 13.22%
$263M
$248 Million 0.01% of portfolio
18,096
Q3 2024 Added 17.57%
$0
$223 Million 0.01% of portfolio
16,676
Q3 2024 Added 25.27%
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