Concurrent Investment Advisors, LLC Financial Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 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 289,085 shares of XLF stock, worth $14.9 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
289,085
Previous 235,586 22.71%
Holding current value
$14.9 Million
Previous $10.7 Billion 30.86%
% of portfolio
0.38%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$44.89 - $51.34 $2.4 Million - $2.75 Million
53,499 Added 22.71%
289,085 $14 Billion
Q3 2024

Oct 30, 2024
BUY
$40.84 - $45.74 $2.02 Million - $2.26 Million
49,362 Added 26.51%
235,586 $10.7 Billion
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
2,034
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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