Concurrent Investment Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Number of Shares
126,580
Previous 130,437 2.96%
Holding current value
$3.3 Billion
Previous $3.51 Billion 6.01%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
N/A
-3,857 Reduced 2.96%
126,580 $3.3 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-1,570 Reduced 1.19%
130,437 $3.51 Billion
Q2 2024

Jul 30, 2024
SELL
N/A
-977 Reduced 0.73%
132,007 $3.43 Billion
Q1 2024

May 07, 2024
BUY
N/A
313 Added 0.24%
132,984 $3.5 Billion
Q4 2023

Apr 15, 2024
BUY
N/A
132,671 New
132,671 $3.49 Billion
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