Concurrent Investment Advisors, LLC GLOBAL X FDS Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Number of Shares
12,357
Previous 6,361 94.26%
Holding current value
$1.24 Billion
Previous $639 Million 93.49%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
N/A
5,996 Added 94.26%
12,357 $1.24 Billion
Q3 2024

Oct 30, 2024
BUY
N/A
22 Added 0.35%
6,361 $639 Million
Q2 2024

Jul 30, 2024
BUY
N/A
6,339 New
6,339 $637 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