Concurrent Investment Advisors, LLC's ownership history for IBIT

Concurrent Investment Advisors, LLC currently holds 88.9K shares with a market value of $4.4M. It started holding IBIT on 2024-09-30. At its peak, it held 90.6K shares on 2024-12-31. Its highest holding value was $5.1M on 2025-06-30. At its lowest, it held 9.4K shares on 2024-09-30, with a value of $341.3K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 5.3K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 1.7K.

It has also owned 18 contracts of calls, with the market value of the underlying securities totaling $117.0K on 2025-03-31. At its peak, it held 18 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $117.0K on 2025-09-30. At its lowest, it held 1 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $4.7K on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 17 contracts.