Concurrent Investment Advisors, LLC EA SERIES TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
9,486
Previous 3,287 188.59%
Holding current value
$1.09 Billion
Previous $374 Million 191.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2026
BUY
N/A
6,199 Added 188.59%
9,486 $1.09 Billion
Q3 2025

Oct 27, 2025
SELL
N/A
-850 Reduced 20.55%
3,287 $374 Million
Q2 2025

Jul 25, 2025
BUY
N/A
4,137 New
4,137 $466 Million
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