Concurrent Investment Advisors, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
87,413
Previous 44,739 95.38%
Holding current value
$2.23 Billion
Previous $1.15 Billion 94.93%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 29, 2026
BUY
N/A
42,674 Added 95.38%
87,413 $2.23 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
21,390 Added 91.61%
44,739 $1.15 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
5,899 Added 33.81%
23,349 $597 Million
Q1 2025

Apr 29, 2025
BUY
N/A
17,450 New
17,450 $445 Million
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