Concurrent Investment Advisors, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 2001015
Tampa, FL
All Filings in CPAI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,895,371 | 93,213 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,178,646 | 79,268 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,876,828 | 72,844 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,699,734 | 45,709 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||