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Concurrent Investment Advisors, LLC → VMO
Concurrent Investment Advisors, LLC VMO Position History
Invesco Municipal Opportunity Trust • Financial Services
Quarters held
7
Latest value
$567K
Q3 2026
Peak value
$567K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $300K |
| Q4 2025 | $488 |
| Q4 2025 | $320K |
| Q1 2026 | $363K |
| Q1 2026 | $485 |
| Q2 2026 | $529K |
| Q3 2026 | $567K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $567K | 67.9K | — | — |
| Q2 2026 | $529K | 53.6K | — | — |
| Q1 2026 | $485 | 51 | — | — |
| Q1 2026 | $363K | 38.2K | — | — |
| Q4 2025 | $320K | 33.4K | — | — |
| Q4 2025 | $488 | 51 | — | — |
| Q3 2025 | $300K | 31.0K | — | — |