Concurrent Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 106,345 shares of XLP stock, worth $8.09 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
106,345
Previous 93,137
14.18%
Holding current value
$8.09 Million
Previous $7.13 Billion
23.75%
% of portfolio
0.26%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding XLP
# of Institutions
1,315Shares Held
172MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
-
Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio