Number of Shares
395,758.00
Current Holdings Value*
$20.31 Mil
% of Portfolio
0.49%
Total Estimate Gain
$13,851.53
% of Total Estimate Gain
0.07%

Concurrent Investment Advisors, LLC's PGIM AAA CLO ETF Holding Summary

As of 2025-03-31, Concurrent Investment Advisors, LLC held 395,758.00 shares of PGIM AAA CLO ETF(PAAA), totaling $20.31 Mil. This investment constitutes 0.49% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.63% of the outstanding PGIM AAA CLO ETF(PAAA) stock.

The initial trade took place in 2025Q1. And since then Concurrent Investment Advisors, LLC has made 1 purchases of PAAA, at an average price of $51.33, for a total of 395,758.00 shares. Based on historical transaction data and PAAA's current price of $51.37, Concurrent Investment Advisors, LLC's estimated gain on his PAAA holdings is $13,851.53, reflecting a 0.07% gain to date.

Concurrent Investment Advisors, LLC PAAA ($51.37) Holding Chart

Concurrent Investment Advisors, LLC PAAA ($51.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1