Concurrent Investment Advisors, LLC Financial Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 235,586 shares of XLF stock, worth $11.7 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
235,586
Previous 186,224
26.51%
Holding current value
$11.7 Million
Previous $7.66 Billion
39.46%
% of portfolio
0.32%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,836Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.66 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.62 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.86 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$872 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$845 Million0.26% of portfolio