Concurrent Investment Advisors, LLC Industrial Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 26,950 shares of XLI stock, worth $3.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
26,950
Previous 21,818 23.52%
Holding current value
$3.4 Million
Previous $2.49 Billion 36.5%
% of portfolio
0.14%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$110.23 - $125.96 $565,700 - $646,426
5,132 Added 23.52%
26,950 $3.39 Billion
Q4 2023

Apr 15, 2024
BUY
$96.44 - $114.13 $2.1 Million - $2.49 Million
21,818 New
21,818 $2.49 Billion

Others Institutions Holding XLI

# of Institutions
1,357
Shares Held
133M
Call Options Held
19.4M
Put Options Held
23.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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