Concurrent Investment Advisors, LLC
Holdings in RWT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $229,179 | 41,443 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $240,429 | 41,525 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $245,111 | 41,474 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $240,420 | 39,608 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $257,921 | 39,498 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $303,580 | 39,273 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $68,910 | 10,618 | Shares | Sole | 2024-07-30 |