Concurrent Investment Advisors, LLC CALAMOS ETF TR Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
16,820
Previous 9,552 76.09%
Holding current value
$454 Million
Previous $255 Million 78.38%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jan 29, 2026
BUY
N/A
7,268 Added 76.09%
16,820 $454 Million
Q3 2025

Oct 27, 2025
SELL
N/A
-26,628 Reduced 73.6%
9,552 $255 Million
Q2 2025

Jul 25, 2025
BUY
N/A
36,180 New
36,180 $946 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email