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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.