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Concurrent Investment Advisors’s Pathward Financial CASH Stock Holding History

Concurrent Investment Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$273K Buy
3,445
+228
+7% +$18K 0.01% 1104
2025
Q1 		$235K Buy
+3,217
New +$235K 0.01% 1045