Concurrent Investment Advisors, LLC
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $337,614 | 31,174 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $342,395 | 30,986 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $244,335 | 22,375 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $240,331 | 22,419 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $217,316 | 20,776 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $183,852 | 16,299 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $167,440 | 15,634 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $167,127 | 15,634 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $210,104 | 20,359 | Shares | Sole | 2024-04-15 |