Concurrent Investment Advisors, LLC's ownership history for XLC

Concurrent Investment Advisors, LLC currently holds 94.9K shares with a market value of $11.2M. It started holding XLC on 2024-09-30. At its peak, it held 97.4K shares on 2025-06-30. Its highest holding value was $11.2M on 2025-09-30. At its lowest, it held 62.2K shares on 2024-09-30, with a value of $5.6M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 17.5K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 32.7K.