Concurrent Investment Advisors, LLC's ownership history for IVW

Concurrent Investment Advisors, LLC currently holds 452.6K shares with a market value of $55.8M. It started holding IVW on 2024-09-30. At its peak, it held 452.6K shares on 2025-12-31. Its highest holding value was $55.8M on 2025-12-31. At its lowest, it held 159.9K shares on 2025-03-31, with a value of $14.8M on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 141.7K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 145.7K.