Concurrent Investment Advisors, LLC VANGUARD MALVERN FDS Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
22,543
Previous 9,653 133.53%
Holding current value
$1.76 Billion
Previous $757 Million 132.01%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 29, 2026
BUY
N/A
12,890 Added 133.53%
22,543 $1.76 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
4,354 Added 82.17%
9,653 $757 Million
Q2 2025

Jul 25, 2025
BUY
N/A
5,299 New
5,299 $411 Million
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