Concurrent Investment Advisors, LLC's ownership history for IEF

Concurrent Investment Advisors, LLC currently holds 146.8K shares with a market value of $14.2M. It started holding IEF on 2024-09-30. At its peak, it held 150.7K shares on 2025-06-30. Its highest holding value was $14.4M on 2025-06-30. At its lowest, it held 15.4K shares on 2024-12-31, with a value of $1.4M on 2024-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 97.2K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 125.4K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $98.1K on 2024-09-30. At its peak, it held 10 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $98.1K on 2024-09-30. At its lowest, it held 10 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $98.1K on 2024-09-30.