Concurrent Investment Advisors, LLC's ownership history for SDVY

Concurrent Investment Advisors, LLC currently holds 147.4K shares with a market value of $5.8M. It started holding SDVY on 2024-09-30. At its peak, it held 147.4K shares on 2026-03-31. Its highest holding value was $5.8M on 2026-03-31. At its lowest, it held 70.3K shares on 2024-09-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 16.0K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 55.9K.