Concurrent Investment Advisors, LLC's ownership history for PEP

Concurrent Investment Advisors, LLC currently holds 94.2K shares with a market value of $13.2M. It started holding PEP on 2024-09-30. At its peak, it held 99.9K shares on 2025-03-31. Its highest holding value was $15.5M on 2024-09-30. At its lowest, it held 91.1K shares on 2024-12-31, with a value of $12.7M on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 5.7K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 3.0K.

It has also owned 256 contracts of puts, with the market value of the underlying securities totaling $3.6M on 2024-09-30. At its peak, it held 256 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $4.3M on 2024-09-30. At its lowest, it held 254 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $3.4M on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 0 contracts. In the recent year, Concurrent Investment Advisors, LLC has increased its holdings by 94.0K contracts.