Concurrent Investment Advisors, LLC's ownership history for UNH

Concurrent Investment Advisors, LLC currently holds 25.7K shares with a market value of $8.9M. It started holding UNH on 2024-09-30. At its peak, it held 25.7K shares on 2025-03-31. Its highest holding value was $13.5M on 2025-03-31. At its lowest, it held 21.3K shares on 2024-12-31, with a value of $7.8M on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 37. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 3.7K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $172.7K on 2025-06-30. At its peak, it held 5 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $172.7K on 2025-09-30. At its lowest, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $124.8K on 2025-06-30.