Concurrent Investment Advisors, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
252,445
Previous 140,611 79.53%
Holding current value
$8.06 Billion
Previous $4.34 Billion 85.52%
% of portfolio
0.09%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
N/A
111,834 Added 79.53%
252,445 $8.06 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
95,705 Added 213.12%
140,611 $4.34 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
14,132 Added 45.92%
44,906 $1.29 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
30,774 New
30,774 $774 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.

Choose your preferred platform and Sign Up 👇 Telegram Email