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
1,771Shares Held
714MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$7.57 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.58 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.93 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.27 Billion0.32% of portfolio
-
Envestnet Asset Management Inc17.1MShares$845 Million0.26% of portfolio