Concurrent Investment Advisors, LLC's ownership history for HEFA

Concurrent Investment Advisors, LLC currently holds 79.3K shares with a market value of $3.4M. It started holding HEFA on 2024-09-30. At its peak, it held 111.1K shares on 2025-03-31. Its highest holding value was $4.0M on 2025-03-31. At its lowest, it held 62.0K shares on 2025-09-30, with a value of $2.5M on 2025-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 17.4K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 31.7K.