Concurrent Investment Advisors, LLC's ownership history for IVV

Concurrent Investment Advisors, LLC currently holds 147.1K shares with a market value of $100.8M. It started holding IVV on 2024-09-30. At its peak, it held 147.1K shares on 2025-12-31. Its highest holding value was $100.8M on 2025-12-31. At its lowest, it held 78.8K shares on 2024-09-30, with a value of $45.5M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 58.2K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 53.8K.