Concurrent Investment Advisors, LLC Technology Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 600 shares of XLK stock, worth $128,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
600
Previous 122,713
99.51%
Holding current value
$128,946
Previous $27.7 Billion
99.5%
% of portfolio
0.0%
Previous 0.82%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,417Shares Held
182MCall Options Held
13.7MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.5MShares$2.69 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.36 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.12 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.61 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.23 Billion0.36% of portfolio