Concurrent Investment Advisors, LLC

CIK
0002001015
City
Tampa
State / Country
FL

Holdings in XHR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $741,514 52,441
2025-09-30 $297,230 21,664
2025-06-30 $237,786 18,917
2025-03-31 $214,090 18,205