Concurrent Investment Advisors, LLC's ownership history for WMB

Concurrent Investment Advisors, LLC currently holds 36.7K shares with a market value of $2.3M. It started holding WMB on 2024-09-30. At its peak, it held 40.2K shares on 2025-06-30. Its highest holding value was $2.5M on 2025-06-30. At its lowest, it held 28.5K shares on 2024-09-30, with a value of $1.3M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 3.9K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 8.2K.