Concurrent Investment Advisors, LLC
Position in SEIV — SEI Enhanced U.S. Large Cap Value Factor ETF
CIK 2001015
Tampa, FL
All Filings in SEIV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEIV | $478,604 | 11,516 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SEIV | $494,016 | 11,904 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SEIV | $483,410 | 12,427 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 SEIV | $274,527 | 7,692 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||