Concurrent Investment Advisors, LLC
Position in PHEQ — Parametric Hedged Equity ETF
CIK 2001015
Tampa, FL
All Filings in PHEQ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PHEQ | $216,069 | 6,634 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 PHEQ | $212,387 | 6,634 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||