Concurrent Investment Advisors, LLC Utilities Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 168,640 shares of XLU stock, worth $12.8 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
168,640
Previous 157,845 6.84%
Holding current value
$12.8 Million
Previous $10.8 Billion 26.66%
% of portfolio
0.4%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$67.67 - $80.78 $730,497 - $872,020
10,795 Added 6.84%
168,640 $13.6 Billion
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $5.52 Million - $6.4 Million
87,865 Added 125.56%
157,845 $10.8 Billion
Q1 2024

May 07, 2024
BUY
$59.95 - $65.65 $1.64 Million - $1.79 Million
27,299 Added 63.96%
69,980 $4.59 Billion
Q4 2023

Apr 15, 2024
BUY
$56.19 - $65.96 $2.4 Million - $2.82 Million
42,681 New
42,681 $2.7 Billion

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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