Concurrent Investment Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Concurrent Investment Advisors, LLC

27,590

Previous 27,736 0.53%

$2.1 Billion

Previous $2.77 Billion 24.03%

0.02%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	N/A	-146 Reduced 0.53%	27,590 $2.1 Billion
Q3 2025 Oct 27, 2025	BUY	N/A	14,781 Added 114.09%	27,736 $2.77 Billion
Q2 2025 Jul 25, 2025	BUY	N/A	1,235 Added 10.54%	12,955 $1.22 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	5,617 Added 92.04%	11,720 $844 Million
Q4 2024 Feb 03, 2025	BUY	N/A	761 Added 14.25%	6,103 $498 Million

Q3 2024 Oct 30, 2024	BUY	N/A	1,010 Added 23.31%	5,342 $297 Million
Q2 2024 Jul 30, 2024	BUY	N/A	584 Added 15.58%	4,332 $227 Million
Q1 2024 May 07, 2024	BUY	N/A	3,748 New	3,748 $233 Million

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