Concurrent Investment Advisors, LLC's ownership history for SMR

Concurrent Investment Advisors, LLC currently holds 12.4K shares with a market value of $134.5K. It started holding SMR on 2024-12-31. At its peak, it held 16.1K shares on 2025-03-31. Its highest holding value was $578.2K on 2025-06-30. At its lowest, it held 11.1K shares on 2025-09-30, with a value of $134.5K on 2026-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 2.2K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 3.2K.

It has also owned 25 contracts of calls, with the market value of the underlying securities totaling $44.8K on 2024-12-31. At its peak, it held 25 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $44.8K on 2024-12-31. At its lowest, it held 25 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $44.8K on 2024-12-31.

It has also owned 10 contracts of puts, with the market value of the underlying securities totaling $10.8K on 2026-03-31. At its peak, it held 10 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $10.8K on 2026-03-31. At its lowest, it held 10 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $10.8K on 2026-03-31.