Concurrent Investment Advisors, LLC RBB FD INC Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
97,406
Previous 97,136 0.28%
Holding current value
$3.2 Billion
Previous $3.1 Billion 3.21%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 29, 2026
BUY
N/A
270 Added 0.28%
97,406 $3.2 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
88 Added 0.09%
97,136 $3.1 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
97,048 New
97,048 $2.85 Billion
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