Concurrent Investment Advisors, LLC Technology Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 117,186 shares of XLK stock, worth $26.4 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
117,186
Previous 111,322
5.27%
Holding current value
$26.4 Million
Previous $23.2 Billion
14.35%
% of portfolio
0.87%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio