Concurrent Investment Advisors, LLC Spdr Ser Tr Spdr S&P Pharmaceu Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Pharmaceu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,097 shares of XPH stock, worth $411,003. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,097
Previous 8,097
-0.0%
Holding current value
$411,003
Previous $329 Million
18.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XPH
# of Institutions
75Shares Held
2.73MCall Options Held
12KPut Options Held
22.2K-
Morgan Stanley New York, NY547KShares$27.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC360KShares$18.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc224KShares$11.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC183KShares$9.31 Million0.0% of portfolio
-
First Citizens Bank & Trust CO181KShares$9.21 Million0.16% of portfolio