Concurrent Investment Advisors, LLC
Holdings in WRD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $258,230 | 29,750 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $398,475 | 40,250 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $285,847 | 36,275 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $200,510 | 14,776 | Shares | Sole | 2025-04-29 |