Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 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 92,842 shares of XLU stock, worth $7.45 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
92,842
Previous 168,640 44.95%
Holding current value
$7.45 Million
Previous $13.6 Billion 48.42%
% of portfolio
0.19%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$74.89 - $82.93 $5.68 Million - $6.29 Million
-75,798 Reduced 44.95%
92,842 $7.03 Billion
Q3 2024

Oct 30, 2024
BUY
$67.67 - $80.78 $730,497 - $872,020
10,795 Added 6.84%
168,640 $13.6 Billion
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $5.52 Million - $6.4 Million
87,865 Added 125.56%
157,845 $10.8 Billion
Q1 2024

May 07, 2024
BUY
$59.95 - $65.65 $1.64 Million - $1.79 Million
27,299 Added 63.96%
69,980 $4.59 Billion
Q4 2023

Apr 15, 2024
BUY
$56.19 - $65.96 $2.4 Million - $2.82 Million
42,681 New
42,681 $2.7 Billion

Others Institutions Holding XLU

# of Institutions
1,544
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email