Concurrent Investment Advisors, LLC's ownership history for QQQM

Concurrent Investment Advisors, LLC currently holds 121.3K shares with a market value of $28.8M. It started holding QQQM on 2024-09-30. At its peak, it held 121.3K shares on 2026-03-31. Its highest holding value was $28.8M on 2026-03-31. At its lowest, it held 8.2K shares on 2024-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 66.0K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 99.0K.

It has also owned 43 contracts of calls, with the market value of the underlying securities totaling $1.0M on 2025-09-30. At its peak, it held 86 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $2.2M on 2025-12-31. At its lowest, it held 43 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $1.0M on 2026-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 0 contracts.