Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in FTHY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $593,500 | 42,182 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,457,491 | 100,586 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $1,602,092 | 107,885 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $383,792 | 26,560 | Shares | Sole | 2025-04-29 |