Concurrent Investment Advisors, LLC
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,950,656 | 129,927 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $4,176,496 | 113,832 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $2,106,398 | 69,980 | Shares | Sole | 2025-07-25 |