Concurrent Investment Advisors, LLC
Position in TUSI — Touchstone ETF Trust-Touchstone Ultra Short Income ETF
CIK 2001015
Tampa, FL
All Filings in TUSI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TUSI | $2,878,124 | 113,670 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 TUSI | $2,183,116 | 86,170 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 TUSI | $2,114,263 | 83,370 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 TUSI | $1,655,495 | 65,370 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 TUSI | $1,684,134 | 66,514 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 TUSI | $758,390 | 29,970 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||