Concurrent Investment Advisors, LLC
Position in UYLD — Angel Oak UltraShort Income ETF
CIK 2001015
Tampa, FL
All Filings in UYLD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UYLD | $4,037,480 | 79,112 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 UYLD | $3,308,058 | 64,680 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 UYLD | $981,677 | 19,194 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 UYLD | $1,203,515 | 23,566 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 UYLD | $752,351 | 14,726 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 UYLD | $767,302 | 15,026 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 UYLD | $515,588 | 10,076 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 UYLD | $504,574 | 9,915 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 UYLD | $503,459 | 9,896 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 UYLD | $531,041 | 10,498 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||