Concurrent Investment Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
15,314
Previous 15,392 0.51%
Holding current value
$585 Million
Previous $574 Million 1.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2026
SELL
N/A
-78 Reduced 0.51%
15,314 $585 Million
Q3 2025

Oct 27, 2025
BUY
N/A
183 Added 1.2%
15,392 $574 Million
Q2 2025

Jul 25, 2025
BUY
N/A
5,631 Added 58.79%
15,209 $525 Million
Q1 2025

Apr 29, 2025
BUY
N/A
9,578 New
9,578 $299 Million
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