Concurrent Investment Advisors, LLC
Holdings in NUV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $839,526 | 92,663 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $818,643 | 91,163 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $776,564 | 89,363 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $628,545 | 71,670 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $406,461 | 47,318 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $326,866 | 36,238 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $351,603 | 40,742 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $354,871 | 40,743 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $125,130 | 14,550 | Shares | Sole | 2024-04-15 |