Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 157,845 shares of XLU stock, worth $12.9 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
157,845
Previous 69,980
125.56%
Holding current value
$12.9 Million
Previous $4.59 Billion
134.11%
% of portfolio
0.35%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,368Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$901 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$623 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$401 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$330 Million5.19% of portfolio