Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in HTH

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,789,825 52,735
2025-09-30 $1,762,403 52,735
2025-06-30 $1,600,507 52,735
2025-03-31 $1,605,780 52,735
2024-12-31 $1,497,835 52,317
2024-09-30 $1,682,514 52,317
2024-06-30 $1,636,475 52,317
2024-03-31 $1,638,568 52,317
2023-12-31 $1,842,081 52,317