Concurrent Investment Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
489,085
Previous 355,793 37.46%
Holding current value
$17 Billion
Previous $11.9 Billion 42.73%
% of portfolio
0.29%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
133,292 Added 37.46%
489,085 $17 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
156,545 Added 78.57%
355,793 $11.9 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
7,786 Added 4.07%
199,248 $6.17 Billion
Q4 2024

Feb 03, 2025
SELL
N/A
-2,997 Reduced 1.54%
191,462 $5.99 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-3,020 Reduced 1.53%
194,459 $6.04 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
197,479 New
197,479 $5.87 Billion
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