Concurrent Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 93,137 shares of XLP stock, worth $7.08 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
93,137
Previous 88,587
5.14%
Holding current value
$7.08 Million
Previous $6.76 Billion
5.44%
% of portfolio
0.23%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding XLP
# of Institutions
1,224Shares Held
171MCall Options Held
8.17MPut Options Held
12.4M-
Bank Of America Corp Charlotte, NC29.2MShares$2.22 Billion0.2% of portfolio
-
Barclays PLC London, X013.7MShares$1.04 Billion0.32% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$949 Million0.16% of portfolio
-
Morgan Stanley New York, NY10.1MShares$769 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY4.84MShares$368 Million0.03% of portfolio