A detailed history of Concurrent Investment Advisors, LLC transactions in Touchstone ETF Tr Ultra Short stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 83,370 shares of TUSI stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
83,370
Previous 65,370 27.54%
Holding current value
$0
Previous $1.66 Billion 27.71%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
N/A
18,000 Added 27.54%
83,370 $2.11 Billion
Q2 2025

Jul 25, 2025

SELL
N/A
-1,144 Reduced 1.72%
65,370 $1.66 Billion
Q1 2025

Apr 29, 2025

BUY
N/A
36,544 Added 121.94%
66,514 $1.68 Billion
Q4 2024

Feb 03, 2025

BUY
N/A
29,970 New
29,970 $758 Million

Others Institutions Holding TUSI

About TOUCHSTONE ETF TR ULTRA SHORT


  • Ticker TUSI
More about TUSI
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.