Concurrent Investment Advisors, LLC

Q1 2025 13F Detailed Holdings

Location
Tampa, FL
Holdings as of
3/31/2025
Value ($000)
$4,121,007
Num holdings
1,236
Date filed
4/29/2025
Form type
13F-HR
Prev filing
2/3/2025
Next filing
7/25/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None