Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 57,375 shares of XLE stock, worth $5.4 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
57,375
Previous 152,139
62.29%
Holding current value
$5.4 Million
Previous $13.9 Billion
63.67%
% of portfolio
0.15%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,047Shares Held
236MCall Options Held
46.9MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio