Concurrent Investment Advisors, LLC's ownership history for XLF

Concurrent Investment Advisors, LLC currently holds 299.0K shares with a market value of $16.1M. It started holding XLF on 2024-09-30. At its peak, it held 321.9K shares on 2025-03-31. Its highest holding value was $16.1M on 2025-09-30. At its lowest, it held 235.6K shares on 2024-09-30, with a value of $10.7M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 22.9K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 63.4K.