Concurrent Investment Advisors, LLC's ownership history for XLI

Concurrent Investment Advisors, LLC currently holds 48.7K shares with a market value of $7.5M. It started holding XLI on 2024-09-30. At its peak, it held 52.4K shares on 2025-03-31. Its highest holding value was $7.5M on 2025-09-30. At its lowest, it held 34.1K shares on 2024-09-30, with a value of $4.6M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 3.7K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 14.6K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $26.4K on 2024-09-30. At its peak, it held 2 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $27.1K on 2024-09-30. At its lowest, it held 2 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $26.4K on 2024-12-31.