Concurrent Investment Advisors, LLC Call Options Transactions in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5K
New
$89.81 - $104.0 $449K - $520K
5K $450M
BMY
Bristol Myers Squibb CO

Healthcare
5K
New
$51.92 - $59.94 $260K - $300K
5K $283M
AMD
Advanced Micro Devices Inc

Technology
2.4K
+ 1200.0%
$118.88 - $172.8 $285K - $415K
2.6K $314M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 1000.0%
$180.88 - $232.93 $181K - $233K
1.1K $241M
NVDA
Nvidia Corp

Technology
1.4K
+ 116.67%
$117.0 - $148.88 $164K - $208K
2.6K $350M
SQ
Block, Inc.

Technology
2.2K
New
$65.06 - $98.92 $143K - $218K
2.2K $187M
AVGO
Broadcom Inc.

Technology
700
New
$159.67 - $250.0 $112K - $175K
700 $162M
RKLB
Rocket Lab Usa, Inc.

Industrials
5.6K
New
$9.23 - $28.44 $51.7K - $159K
5.6K $143M
XLK
Technology Sector Spdr

ETFs
600
New
$220.26 - $241.44 $132K - $145K
600 $140M
CRM
Salesforce, Inc.

Technology
400
New
$270.87 - $367.87 $108K - $147K
400 $134M
NUE
Nucor Corp

Basic Materials
10K
+ 10000.0%
$115.78 - $167.74 $1.16M - $1.68M
10.1K $115M
Fidelity Wise Origin Bitcoin
1.2K
New
N/A
1.2K $97.9M
MSTR
Microstrategy Inc

Technology
200
New
$162.69 - $473.83 $32.5K - $94.8K
200 $57.9M
GS
Goldman Sachs Group Inc

Financial Services
100
New
$486.1 - $608.57 $48.6K - $60.9K
100 $57.3M
SHOP
Shopify Inc.

Technology
400
+ 200.0%
$78.14 - $119.49 $31.3K - $47.8K
600 $63.8M
SMR
Nuscale Power Corp

Industrials
2.5K
New
$11.69 - $30.21 $29.2K - $75.5K
2.5K $44.8M
DIS
Walt Disney CO

Communication Services
400
New
$92.39 - $117.6 $37K - $47K
400 $44.5M
IWM
Ishares Russell 2000 ETF

ETFs
200
+ 33.33%
$216.13 - $242.4 $43.2K - $48.5K
800 $177M
COIN
Coinbase Global, Inc.

Technology
100
+ 100.0%
$163.17 - $343.62 $16.3K - $34.4K
200 $49.7M
WULF
Terawulf Inc.

Financial Services
5K
New
$3.82 - $8.82 $19.1K - $44.1K
5K $28.3M
HUMA
Humacyte, Inc.

Healthcare
5K
New
$3.46 - $5.81 $17.3K - $29K
5K $25.3M
RBLX
Roblox Corp

Communication Services
400
+ 400.0%
$39.86 - $61.45 $15.9K - $24.6K
500 $28.9M
GOOGL
Alphabet Inc.

Communication Services
100
+ 50.0%
$161.86 - $196.66 $16.2K - $19.7K
300 $56.8M
HOOD
Robinhood Markets, Inc.

Technology
600
New
$22.33 - $43.2 $13.4K - $25.9K
600 $22.4M
LMND
Lemonade, Inc.

Financial Services
600
New
$15.65 - $51.81 $9.39K - $31.1K
600 $22M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
800
New
$17.13 - $34.23 $13.7K - $27.4K
800 $19.3M
APO
Apollo Global Management, Inc.

Financial Services
100
New
$131.36 - $178.61 $13.1K - $17.9K
100 $16.5M
Reddit Inc
100
New
N/A
100 $16.3M
CRDO
Credo Technology Group Holding LTD

Technology
200
New
$30.16 - $77.25 $6.03K - $15.5K
200 $13.4M
MS
Morgan Stanley

Financial Services
100
New
$104.42 - $134.99 $10.4K - $13.5K
100 $12.6M
NTAP
Net App, Inc.

Technology
100
New
$115.31 - $131.11 $11.5K - $13.1K
100 $11.6M
PLTR
Palantir Technologies Inc.

Technology
100
+ 100.0%
$36.46 - $82.38 $3.65K - $8.24K
200 $15.1M
BE
Bloom Energy Corp

Industrials
400
New
$9.04 - $27.45 $3.62K - $11K
400 $8.88M
APLD
Applied Blockchain, Inc.

Financial Services
600
New
$5.97 - $10.68 $3.58K - $6.41K
600 $4.58M
Super Micro Computer Inc
100
New
N/A
100 $3.05M
HAL
Halliburton CO

Energy
100
New
$25.77 - $31.99 $2.58K - $3.2K
100 $2.72M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-500
- 19.23%
$9.71 - $15.34 $4.86K - $7.67K
2.1K $27.9M
HWM
Howmet Aerospace Inc.

Industrials
-100
- 50.0%
$99.72 - $120.09 $9.97K - $12K
100 $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-400
- 40.0%
$213.65 - $479.86 $85.5K - $192K
600 $242M
SNOW
Snowflake Inc.

Technology
-400
- 80.0%
$109.65 - $186.51 $43.9K - $74.6K
100 $15.4M
AAPL
Apple Inc.

Technology
-400
- 66.67%
$221.69 - $259.02 $88.7K - $104K
200 $49.4M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-30.5K
- 36.84%
$3.53 - $7.8 $108K - $238K
52.3K $199M
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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