Concurrent Investment Advisors, LLC

Q1 2024 13F Detailed Holdings

Location
Tampa, FL
Holdings as of
3/31/2024
Value ($000)
$2,480,487
Num holdings
922
Date filed
5/7/2024
Form type
13F-HR
Prev filing
4/15/2024
Next filing
7/30/2024
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