Concurrent Investment Advisors, LLC VICTORY PORTFOLIOS II Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
241,457
Previous 238,448 1.26%
Holding current value
$9.51 Billion
Previous $8.94 Billion 6.34%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Jan 29, 2026
BUY
N/A
3,009 Added 1.26%
241,457 $9.51 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
64 Added 0.03%
238,448 $8.94 Billion
Q2 2025

Jul 25, 2025
SELL
N/A
-2,821 Reduced 1.17%
238,384 $8.43 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
241,205 New
241,205 $8.27 Billion
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