Concurrent Investment Advisors, LLC's ownership history for TLT

Concurrent Investment Advisors, LLC currently holds 502.9K shares with a market value of $44.9M. It started holding TLT on 2024-09-30. At its peak, it held 523.8K shares on 2025-06-30. Its highest holding value was $46.2M on 2025-06-30. At its lowest, it held 395.3K shares on 2024-09-30, with a value of $37.4M on 2024-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 87.5K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 107.6K.

It has also owned 100 contracts of calls, with the market value of the underlying securities totaling $910.3K on 2024-09-30. At its peak, it held 110 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $1.1M on 2024-09-30. At its lowest, it held 100 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $910.3K on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its holdings by 10 contracts.