Concurrent Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,378 shares of XLRE stock, worth $538,690. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,378
Previous 13,298
6.92%
Holding current value
$538,690
Previous $526 Million
9.56%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
733Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.19 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$832 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$251 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$137 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$128 Million3.89% of portfolio