Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 168,640 shares of XLU stock, worth $13.3 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
168,640
Previous 157,845
6.84%
Holding current value
$13.3 Million
Previous $10.8 Billion
26.66%
% of portfolio
0.4%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$938 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$875 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$605 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$389 Million0.17% of portfolio