Concurrent Investment Advisors, LLC Financial Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 186,224 shares of XLF stock, worth $8.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
186,224
Previous 159,201 16.97%
Holding current value
$8.5 Million
Previous $6.71 Billion 14.17%
% of portfolio
0.25%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$39.59 - $42.49 $1.07 Million - $1.15 Million
27,023 Added 16.97%
186,224 $7.66 Billion
Q1 2024

May 07, 2024
BUY
$37.27 - $42.12 $604,519 - $683,186
16,220 Added 11.34%
159,201 $6.71 Billion
Q4 2023

Apr 15, 2024
BUY
$31.45 - $37.72 $4.5 Million - $5.39 Million
142,981 New
142,981 $5.38 Billion

Others Institutions Holding XLF

# of Institutions
1,728
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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