Concurrent Investment Advisors, LLC's ownership history for XLE

Concurrent Investment Advisors, LLC currently holds 321.9K shares with a market value of $19.7M. It started holding XLE on 2024-09-30. At its peak, it held 321.9K shares on 2026-03-31. Its highest holding value was $19.7M on 2026-03-31. At its lowest, it held 52.6K shares on 2025-09-30, with a value of $4.7M on 2025-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 269.3K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 260.9K.

It has also owned 14 contracts of calls, with the market value of the underlying securities totaling $85.8K on 2025-09-30. At its peak, it held 25 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $223.3K on 2025-09-30. At its lowest, it held 14 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $85.8K on 2026-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its holdings by 11 contracts.