Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in DSL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,507,947 133,802
2025-09-30 $1,543,252 125,672
2025-06-30 $1,430,684 116,886
2025-03-31 $1,375,423 109,074
2024-12-31 $876,832 69,756
2024-09-30 $295,243 22,746
2024-06-30 $221,015 17,653