Concurrent Investment Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
5,320
Previous 5,320 -0.0%
Holding current value
$228 Million
Previous $222 Million 2.69%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-23 Reduced 0.43%
5,320 $222 Million
Q1 2025

Apr 29, 2025
BUY
N/A
5,343 New
5,343 $201 Million
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