Concurrent Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,444 shares of XLY stock, worth $9.08 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
41,444
Previous 36,660
13.05%
Holding current value
$9.08 Million
Previous $8.22 Billion
0.5%
% of portfolio
0.2%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding XLY
# of Institutions
1,415Shares Held
83.3MCall Options Held
6.96MPut Options Held
16.1M-
Bank Of America Corp Charlotte, NC19.5MShares$4.27 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.19 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$962 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$649 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.47MShares$542 Million0.16% of portfolio