Concurrent Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,450 shares of XLRE stock, worth $474,602. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,450
Previous 32,030
64.25%
Holding current value
$474,602
Previous $1.43 Billion
67.45%
% of portfolio
0.01%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$816 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$182 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio