Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in EOT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $448,943 | 26,549 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $441,775 | 26,549 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $431,155 | 26,549 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $296,103 | 17,784 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $285,218 | 17,328 | Shares | Sole | 2025-02-03 |