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Concurrent Investment Advisors’s UBS Group UBS Stock Holding History

Concurrent Investment Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$343K Buy
10,134
+985
+11% +$33.3K 0.01% 995
2025
Q1 		$280K Buy
+9,149
New +$280K 0.01% 957