Concurrent Investment Advisors, LLC
CIK
0002001015
City
Tampa
State / Country
FL
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $239,982 | 10,143 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $257,548 | 10,385 | Shares | Sole | 2025-10-27 |