Concurrent Investment Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
25,052
Previous 25,625 2.24%
Holding current value
$919 Million
Previous $901 Million 2.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 27, 2025
SELL
N/A
-573 Reduced 2.24%
25,052 $919 Million
Q1 2025

Apr 29, 2025
BUY
N/A
923 Added 3.74%
25,625 $848 Million
Q4 2024

Feb 03, 2025
BUY
N/A
24,702 New
24,702 $833 Million
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