Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in PMM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $181,917 29,014
2025-09-30 $175,244 29,014
2025-06-30 $173,503 29,014
2025-03-31 $177,855 29,014
2024-12-31 $171,022 28,647
2024-09-30 $186,491 28,647
2024-06-30 $166,897 26,919
2024-03-31 $167,061 27,890
2023-12-31 $169,571 27,890