Concurrent Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 42,603 shares of XLY stock, worth $9.57 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
42,603
Previous 41,444
2.8%
Holding current value
$9.57 Million
Previous $8.18 Billion
13.14%
% of portfolio
0.18%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding XLY
# of Institutions
1,428Shares Held
114MCall Options Held
6.96MPut Options Held
16M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$7 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC19.5MShares$4.38 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.22 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$986 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$665 Million0.14% of portfolio