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Concurrent Investment Advisors, LLC

Position in SFY — Sofi Select 500 ETF

CIK 2001015 Tampa, FL

All Filings in SFY

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 SFY $1,017,907 8,155
2025-12-31 SFY $1,058,337 8,008
2025-09-30 SFY $4,872,013 37,712
2025-06-30 SFY $4,446,176 37,638
2025-03-31 SFY $3,482,402 34,168
2024-12-31 SFY $3,690,111 33,904