Concurrent Investment Advisors, LLC's ownership history for XYZ

Concurrent Investment Advisors, LLC currently holds 11.5K shares with a market value of $833.7K. It started holding XYZ on 2024-09-30. At its peak, it held 11.5K shares on 2025-09-30. Its highest holding value was $833.7K on 2025-09-30. At its lowest, it held 5.8K shares on 2024-09-30, with a value of $389.8K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 2.3K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 5.7K.

It has also owned 17 contracts of calls, with the market value of the underlying securities totaling $122.9K on 2024-12-31. At its peak, it held 22 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $187.0K on 2024-12-31. At its lowest, it held 14 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $76.1K on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its holdings by 5 contracts.