Concurrent Investment Advisors, LLC PIMCO ETF TR Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
144,932
Previous 65,462 121.4%
Holding current value
$3.87 Billion
Previous $1.76 Billion 120.08%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 29, 2026
BUY
N/A
79,470 Added 121.4%
144,932 $3.87 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
51,317 Added 362.79%
65,462 $1.76 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
14,145 New
14,145 $375 Million
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