Concurrent Investment Advisors, LLC Technology Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 122,713 shares of XLK stock, worth $29.1 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
122,713
Previous 117,186
4.72%
Holding current value
$29.1 Million
Previous $26.5 Billion
4.5%
% of portfolio
0.82%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,221Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.18 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.25 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.66 Billion0.72% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.25 Billion0.39% of portfolio