Concurrent Investment Advisors, LLC's ownership history for IWM

Concurrent Investment Advisors, LLC currently holds 112.6K shares with a market value of $27.7M. It started holding IWM on 2024-09-30. At its peak, it held 112.6K shares on 2025-12-31. Its highest holding value was $27.7M on 2025-12-31. At its lowest, it held 54.7K shares on 2024-09-30, with a value of $12.0M on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 51.5K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 54.9K.

It has also owned 16 contracts of calls, with the market value of the underlying securities totaling $387.1K on 2024-09-30. At its peak, it held 16 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $387.1K on 2025-09-30. At its lowest, it held 6 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $132.5K on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 8 contracts. In the recent year, Concurrent Investment Advisors, LLC has increased its holdings by 10 contracts.

It has also owned 11 contracts of puts, with the market value of the underlying securities totaling $243.0K on 2024-09-30. At its peak, it held 11 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $243.0K on 2024-09-30. At its lowest, it held 11 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $243.0K on 2024-09-30.