Concurrent Investment Advisors, LLC Purchases in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
122K
+ 332.84%
$25.93 - $105.3 $3.17M - $12.9M
159K $4.44B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5.72K
New
$104.52 - $115.08 $598K - $658K
5.72K $603M
Global X Fds
6K
+ 94.26%
N/A
12.4K $1.24B
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.65K
+ 29.29%
$184.21 - $199.29 $672K - $727K
16.1K $2.97B
MGC
Vanguard Mega Cap ETF

ETFs
2.68K
+ 92.84%
$204.21 - $220.18 $548K - $591K
5.57K $1.19B
JCPB
J P Morgan Exchange Traded Fd

ETFs
16K
+ 22.65%
$46.07 - $48.17 $739K - $772K
86.8K $4B
DSL
Double Line Income Solutions Fund

Financial Services
47K
+ 206.67%
$12.32 - $13.0 $579K - $611K
69.8K $877M
Invesco Exch Traded Fd Tr Ii
17.3K
New
N/A
17.3K $581M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
45.9K
New
$12.16 - $13.26 $558K - $608K
45.9K $579M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.74K
New
$98.47 - $109.35 $565K - $628K
5.74K $565M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.39K
+ 55.37%
$340.59 - $380.5 $472K - $527K
3.89K $1.42B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.6K
+ 63.66%
$40.97 - $42.66 $557K - $580K
34.9K $1.45B
BRO
Brown & Brown, Inc.

Financial Services
5.44K
+ 144.72%
$100.93 - $113.42 $549K - $617K
9.2K $938M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
+ 7.15%
$172.07 - $207.36 $177K - $214K
15.4K $3.05B
FTSL
First Trust Senior Ln Fund

ETFs
10.6K
+ 8.04%
$45.9 - $46.48 $485K - $491K
142K $6.56B
IYK
Ishares U.S. Consumer Staples

ETFs
7.94K
New
$65.32 - $70.92 $519K - $563K
7.94K $521M
ZTS
Zoetis Inc.

Healthcare
5.09K
+ 52.63%
$162.24 - $194.42 $826K - $990K
14.8K $2.41B
GTO
Invesco Actively Managed ETF T

ETFs
11.4K
+ 35.65%
$46.33 - $48.41 $526K - $550K
43.2K $2B
J P Morgan Exchange Traded F
7.13K
+ 30.69%
N/A
30.4K $1.88B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.47K
+ 5.9%
$50.0 - $50.27 $474K - $476K
170K $8.52B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.08K
+ 48.35%
$77.86 - $79.27 $473K - $482K
18.6K $1.45B
PTF
Invesco Exchange Traded Fd Tr

ETFs
6.28K
New
$62.32 - $80.47 $391K - $505K
6.28K $456M
VRIG
Invesco Actively Managed ETF F

ETFs
18.1K
New
$25.06 - $25.2 $454K - $457K
18.1K $455M
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.8K
New
$40.75 - $44.85 $441K - $485K
10.8K $445M
CTRA
Coterra Energy Inc.

Energy
17.4K
New
$22.71 - $27.63 $395K - $481K
17.4K $445M
PRN
Invesco Dwa Industrials Moment

ETFs
2.86K
New
$151.92 - $177.75 $434K - $508K
2.86K $439M
PFI
Invesco Exchange Traded Fd Tr

ETFs
7.7K
New
$54.89 - $63.81 $423K - $492K
7.7K $439M
AI
C3.Ai, Inc.

Technology
12.8K
New
$22.6 - $42.94 $288K - $548K
12.8K $439M
Invesco Exchange Traded Fd T
4.44K
New
N/A
4.44K $438M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
17.6K
New
$22.75 - $25.31 $401K - $447K
17.6K $435M
FDS
Factset Research Systems Inc

Financial Services
720
+ 16.72%
$449.69 - $495.72 $324K - $357K
5.03K $2.41B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.12K
+ 9.54%
$105.45 - $117.99 $540K - $604K
58.8K $6.24B
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.38K
+ 123.13%
$50.62 - $52.07 $424K - $437K
15.2K $775M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
21.8K
+ 30.16%
$26.65 - $29.34 $581K - $640K
94.1K $2.55B
SHEL
Shell PLC

Energy
8.18K
+ 27.53%
$60.63 - $70.23 $496K - $575K
37.9K $2.38B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
6.58K
New
$59.58 - $63.93 $392K - $421K
6.58K $403M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.12K
New
$63.58 - $71.15 $389K - $436K
6.12K $398M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.88K
+ 96.36%
$201.32 - $217.44 $378K - $408K
3.83K $792M
IONQ
Ion Q, Inc.

Technology
9.49K
New
$8.17 - $48.24 $77.5K - $458K
9.49K $396M
UNM
Unum Group

Financial Services
1.93K
+ 10.74%
$58.88 - $77.07 $113K - $149K
19.9K $1.45B
ITA
Ishares Tr

ETFs
2.88K
+ 29.98%
$144.31 - $157.31 $416K - $453K
12.5K $1.82B
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.45K
+ 60.06%
$50.35 - $50.69 $375K - $378K
19.9K $1B
SYK
Stryker Corp

Healthcare
1.04K
+ 13.8%
$345.14 - $392.15 $359K - $408K
8.58K $3.09B
ENVX
Enovix Corp

Industrials
28K
+ 79.03%
$8.03 - $12.81 $225K - $359K
63.5K $690M
BR
Broadridge Financial Solutions, Inc.

Technology
1.15K
+ 13.06%
$209.64 - $236.44 $242K - $273K
9.99K $2.26B
CG
Carlyle Group Inc.

Financial Services
7.02K
New
$43.2 - $54.81 $303K - $384K
7.02K $354M
SHOP
Shopify Inc.

Technology
698
+ 6.57%
$78.14 - $119.49 $54.5K - $83.4K
11.3K $1.2B
DLR
Digital Realty Trust, Inc.

Real Estate
1.42K
+ 22.15%
$156.46 - $195.69 $222K - $278K
7.84K $1.39B
WMB
Williams Companies, Inc.

Energy
1.92K
+ 6.72%
$46.37 - $59.74 $88.9K - $115K
30.5K $1.65B
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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