Concurrent Investment Advisors, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $477,009 | 38,039 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $486,518 | 38,039 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $352,691 | 29,124 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $325,584 | 28,238 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $309,986 | 26,337 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $173,176 | 14,751 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $179,113 | 15,432 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $180,006 | 15,483 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $152,405 | 13,754 | Shares | Sole | 2024-04-15 |