Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in FSCO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $454,462 72,137
2025-09-30 $597,652 86,491
2025-06-30 $622,145 85,695
2025-03-31 $452,074 64,124
2024-12-31 $514,834 75,489
2024-09-30 $479,196 75,464
2024-06-30 $423,165 66,431
2024-03-31 $332,346 56,045
2023-12-31 $362,732 63,974