Concurrent Investment Advisors, LLC
Holdings in GUG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $559,192 | 36,477 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $566,389 | 36,307 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $437,012 | 27,942 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $400,997 | 26,609 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $394,798 | 26,550 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $386,955 | 23,381 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $229,578 | 15,377 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $216,266 | 14,702 | Shares | Sole | 2024-05-07 |