Concurrent Investment Advisors, LLC's ownership history for PATH


Concurrent Investment Advisors, LLC currently holds 13.0K shares with a market value of $212.6K. It started holding PATH on 2024-09-30. At its peak, it held 24.8K shares on 2024-09-30. Its highest holding value was $317.9K on 2024-09-30. At its lowest, it held 12.1K shares on 2025-06-30, with a value of $154.6K on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 6.6K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 11.9K.

It has also owned 60 contracts of calls, with the market value of the underlying securities totaling $98.3K on 2025-12-31. At its peak, it held 60 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $98.3K on 2025-12-31. At its lowest, it held 60 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $98.3K on 2025-12-31.


Concurrent Investment Advisors, LLC's ownership history for PATH
Concurrent Investment Advisors, LLC's ownership history for PATH Call Options