Number of Shares
100
Previous 5,639 98.23%
Holding current value
$16.3 Million
Previous $372 Million 95.6%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 03, 2025

SELL
N/A
-1,779 Reduced 31.55%
3,860 $631 Million
Q3 2024

Oct 30, 2024

BUY
N/A
5,639 New
5,639 $372 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.