Concurrent Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 88,587 shares of XLP stock, worth $6.74 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
88,587
Previous 133,129
33.46%
Holding current value
$6.74 Million
Previous $9.59 Billion
29.46%
% of portfolio
0.27%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,214Shares Held
173MCall Options Held
9.07MPut Options Held
9.49M-
Bank Of America Corp Charlotte, NC23MShares$1.75 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY13.6MShares$1.03 Billion0.19% of portfolio
-
Barclays PLC London, X012MShares$909 Million0.32% of portfolio
-
Morgan Stanley New York, NY10.3MShares$785 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY5.9MShares$449 Million0.04% of portfolio