Concurrent Investment Advisors, LLC Angel Oak Fds Tr Income Etf(De Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Angel Oak Fds Tr Income Etf(De stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 40,406 shares of CARY stock, worth $0. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,406
Previous 20,595 96.19%
Holding current value
$0
Previous $431 Million 95.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2026
BUY
N/A
19,811 Added 96.19%
40,406 $841 Million
Q3 2025

Oct 27, 2025
BUY
N/A
5,407 Added 35.6%
20,595 $431 Million
Q2 2025

Jul 25, 2025
SELL
N/A
-323 Reduced 2.08%
15,188 $316 Million
Q1 2025

Apr 29, 2025
BUY
N/A
256 Added 1.68%
15,511 $322 Million
Q4 2024

Feb 03, 2025
SELL
N/A
-61 Reduced 0.4%
15,255 $314 Million
Q3 2024

Oct 30, 2024
BUY
N/A
262 Added 1.74%
15,316 $325 Million
Q2 2024

Jul 30, 2024
BUY
N/A
51 Added 0.34%
15,054 $310 Million
Q1 2024

May 07, 2024
SELL
N/A
-4,758 Reduced 24.08%
15,003 $308 Million
Q4 2023

Apr 15, 2024
BUY
N/A
19,761 New
19,761 $404 Million

Others Institutions Holding CARY

# of Institutions
79
Shares Held
27.4M
Call Options Held
0
Put Options Held
0
View Full List

About ANGEL OAK FDS TR INCOME ETF(DE

CARY Quotes by TradingView
  • Ticker CARY
More about CARY
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