CIA
Concurrent Investment Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Buy |
222,496
+7,066
| +3% | +$208K | 0.13% | 176 |
|
|
2025
Q1 | $5.93M | Buy |
215,430
+17,069
| +9% | +$470K | 0.14% | 151 |
|
|
2024
Q4 | $5.17M | Buy |
198,361
+9,003
| +5% | +$235K | 0.14% | 153 |
|
|
2024
Q3 | $5.23M | Buy |
189,358
+3,718
| +2% | +$103K | 0.15% | 139 |
|
|
2024
Q2 | $4.96M | Buy |
185,640
+37,225
| +25% | +$994K | 0.16% | 138 |
|
|
2024
Q1 | $3.98M | Buy |
148,415
+5,759
| +4% | +$155K | 0.16% | 140 |
|
|
2023
Q4 | $3.55M | Buy |
+142,656
| New | +$3.55M | 0.17% | 143 |
|