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Concurrent Investment Advisors, LLC → AOD
Concurrent Investment Advisors, LLC AOD Position History
Abrdn Total Dynamic Dividend Fund • Financial Services
Quarters held
3
Latest value
$159K
Q3 2026
Peak value
$159K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $133K |
| Q2 2026 | $157K |
| Q3 2026 | $159K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $159K | 15.7K | — | — |
| Q2 2026 | $157K | 15.2K | — | — |
| Q1 2026 | $133K | 14.4K | — | — |
Other funds holding AOD
$82.4M
$82.4M
$79.8M
$79.8M
$79.1M
$72.7M
$72.1M
$69.6M