Concurrent Investment Advisors, LLC's ownership history for V

Concurrent Investment Advisors, LLC currently holds 109.2K shares with a market value of $38.3M. It started holding V on 2024-09-30. At its peak, it held 109.2K shares on 2025-12-31. Its highest holding value was $38.3M on 2025-12-31. At its lowest, it held 64.0K shares on 2024-12-31, with a value of $18.2M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 32.4K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 45.1K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $31.6K on 2024-09-30. At its peak, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $31.6K on 2024-12-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $27.5K on 2024-09-30.