Concurrent Investment Advisors, LLC
Holdings in EIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $243,065 | 24,981 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $353,436 | 35,557 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $314,661 | 32,540 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $299,498 | 30,040 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $363,708 | 35,107 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $357,802 | 33,253 | Shares | Sole | 2024-10-30 |
| 2024-03-31 | $483,469 | 46,712 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $437,089 | 43,148 | Shares | Sole | 2024-04-15 |