Concurrent Investment Advisors, LLC's ownership history for OKTA

Concurrent Investment Advisors, LLC currently holds 2.5K shares with a market value of $219.0K. It started holding OKTA on 2024-12-31. At its peak, it held 9.5K shares on 2024-12-31. Its highest holding value was $747.6K on 2024-12-31. At its lowest, it held 2.5K shares on 2025-12-31, with a value of $219.0K on 2025-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 3.2K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $8.6K on 2025-09-30. At its peak, it held 1 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $9.2K on 2025-09-30. At its lowest, it held 1 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $8.6K on 2025-12-31.