Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in PDO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,283,314 92,725
2025-09-30 $1,252,091 88,675
2025-06-30 $1,090,424 80,892
2025-03-31 $1,000,054 72,050