Concurrent Investment Advisors, LLC's ownership history for IWV

Concurrent Investment Advisors, LLC currently holds 94.8K shares with a market value of $36.7M. It started holding IWV on 2024-09-30. At its peak, it held 94.8K shares on 2025-12-31. Its highest holding value was $36.7M on 2025-12-31. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $323.6K on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 31.9K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 91.5K.