Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in EMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $215,119 | 20,237 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $207,669 | 20,123 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $238,154 | 23,697 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $228,053 | 23,059 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $212,159 | 22,054 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $247,944 | 24,356 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $200,276 | 21,512 | Shares | Sole | 2024-07-30 |