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Concurrent Investment Advisors, LLC → AIO
Concurrent Investment Advisors, LLC AIO Position History
Virtus Artificial Intelligence & Technology Opportunities Fund • Technology
Quarters held
3
Latest value
$236K
Q3 2026
Peak value
$272K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $203K |
| Q2 2026 | $272K |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 9.5K | — | — |
| Q2 2026 | $272K | 9.7K | — | — |
| Q1 2026 | $203K | 9.5K | — | — |
Other funds holding AIO
$30.9M
$28M
$23.2M
$23M