Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in PHG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,031,395 38,087
2025-09-30 $737,492 27,054
2025-06-30 $615,494 25,667
2025-03-31 $324,993 12,795