Concurrent Investment Advisors, LLC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $170,765 | 15,329 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $175,260 | 15,320 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $180,794 | 14,917 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $182,733 | 14,917 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $190,937 | 14,917 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $190,191 | 14,917 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $195,114 | 14,917 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $194,381 | 14,918 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $188,861 | 14,918 | Shares | Sole | 2024-04-15 |