Concurrent Investment Advisors, LLC
Holdings in AB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $624,068 | 16,218 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $617,979 | 16,169 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $704,562 | 17,256 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $643,263 | 16,791 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $549,488 | 14,815 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $394,152 | 11,297 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $404,027 | 11,957 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $409,341 | 11,783 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $309,369 | 9,970 | Shares | Sole | 2024-04-15 |