Concurrent Investment Advisors, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,565,168 | 67,117 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,151,817 | 51,651 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $946,013 | 43,575 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $1,000,165 | 52,668 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $2,915,142 | 144,314 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $686,297 | 31,832 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $584,613 | 27,204 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $471,251 | 24,142 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $248,914 | 14,055 | Shares | Sole | 2024-04-15 |