Concurrent Investment Advisors, LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Number of Shares
12,384
Previous 13,564 8.7%
Holding current value
$482 Million
Previous $529 Million 8.81%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 03, 2025
SELL
N/A
-1,180 Reduced 8.7%
12,384 $482 Million
Q3 2024

Oct 30, 2024
SELL
N/A
-6,025 Reduced 30.76%
13,564 $529 Million
Q2 2024

Jul 30, 2024
BUY
N/A
19,589 New
19,589 $763 Million
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