Concurrent Investment Advisors, LLC
Position in DVOL — First Trust Dorsey Wright Momentum & Low Volatility ETF
CIK 2001015
Tampa, FL
All Filings in DVOL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DVOL | $379,751 | 10,985 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 DVOL | $384,804 | 10,985 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 DVOL | $267,758 | 7,551 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 DVOL | $274,068 | 7,806 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 DVOL | $289,828 | 8,155 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 DVOL | $276,291 | 8,155 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 DVOL | $258,768 | 7,806 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 DVOL | $238,315 | 7,873 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||