Concurrent Investment Advisors, LLC
Holdings in MMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $301,861 | 28,914 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $211,018 | 20,408 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $211,939 | 21,408 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $189,418 | 18,408 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $183,855 | 18,025 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $195,391 | 18,025 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $248,658 | 24,025 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $214,590 | 20,535 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $212,410 | 20,886 | Shares | Sole | 2024-04-15 |