Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 116,556 shares of XLG stock, worth $5.03 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

116,556

Previous 66,234 75.98%

Holding current value

$5.03 Million

Previous $3.15 Billion 84.97%

% of portfolio

0.16%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$46.94 - $51.62 $2.36 Million - $2.6 Million	50,322 Added 75.98%	116,556 $5.82 Billion
Q3 2024 Oct 30, 2024	BUY	$42.54 - $47.97 $481,425 - $542,876	11,317 Added 20.61%	66,234 $3.15 Billion
Q2 2024 Jul 30, 2024	BUY	$39.84 - $46.12 $33,146 - $38,371	832 Added 1.54%	54,917 $2.51 Billion
Q1 2024 May 07, 2024	BUY	$37.01 - $42.29 $253,481 - $289,644	6,849 Added 14.5%	54,085 $2.28 Billion
Q4 2023 Apr 15, 2024	BUY	$32.87 - $37.84 $1.55 Million - $1.79 Million	47,236 New	47,236 $1.78 Billion

Others Institutions Holding XLG

# of Institutions

509

Shares Held

115M

Call Options Held

53.1K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History