Concurrent Investment Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 69,769 shares of XLC stock, worth $6.81 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

69,769

Previous 62,191 12.19%

Holding current value

$6.81 Million

Previous $5.62 Billion 20.14%

% of portfolio

0.18%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$89.66 - $102.16 $679,443 - $774,168	7,578 Added 12.19%	69,769 $6.75 Billion
Q3 2024 Oct 30, 2024	SELL	$82.16 - $90.4 $1.98 Million - $2.18 Million	-24,095 Reduced 27.92%	62,191 $5.62 Billion
Q2 2024 Jul 30, 2024	BUY	$77.86 - $86.45 $601,857 - $668,258	7,730 Added 9.84%	86,286 $7.39 Billion
Q1 2024 May 07, 2024	BUY	$71.74 - $81.82 $38,093 - $43,446	531 Added 0.68%	78,556 $6.41 Billion
Q4 2023 Apr 15, 2024	BUY	$63.09 - $73.1 $4.92 Million - $5.7 Million	78,025 New	78,025 $5.67 Billion

Others Institutions Holding XLC

# of Institutions

1,164

Shares Held

183M

Call Options Held

3.62M

Put Options Held

4.64M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Select Sector Spdr Tr Communic Transaction History