Concurrent Investment Advisors, LLC
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $635,960 | 29,253 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $520,116 | 24,169 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $319,096 | 14,932 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $316,830 | 13,890 | Shares | Sole | 2025-04-29 |