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Concurrent Investment Advisors, LLC → FINS
Concurrent Investment Advisors, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
9
Latest value
$2M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $982K |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.7M |
| Q1 2026 | $2M |
| Q1 2026 | $2M |
| Q2 2026 | $3.1M |
| Q2 2026 | $3M |
| Q3 2026 | $719K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 39.3K | — | — |
| Q3 2026 | $719K | 14.2K | — | — |
| Q2 2026 | $3M | 57.9K | — | — |
| Q2 2026 | $3.1M | 59.9K | — | — |
| Q1 2026 | $2M | 39.5K | — | — |
| Q1 2026 | $2M | 39.6K | — | — |
| Q4 2025 | $1.7M | 32.3K | — | — |
| Q4 2025 | $1.7M | 32.3K | — | — |
| Q3 2025 | $982K | 19.2K | — | — |
Other funds holding FINS
$70.5M
$52.6M