Concurrent Investment Advisors, LLC's ownership history for XLK

Concurrent Investment Advisors, LLC currently holds 409.8K shares with a market value of $54.5M. It started holding XLK on 2024-09-30. At its peak, it held 409.8K shares on 2026-03-31. Its highest holding value was $56.8M on 2025-12-31. At its lowest, it held 122.7K shares on 2024-09-30, with a value of $27.7M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 267.1K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 262.8K.

It has also owned 6 contracts of calls, with the market value of the underlying securities totaling $139.5K on 2024-12-31. At its peak, it held 6 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $139.5K on 2024-12-31. At its lowest, it held 6 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $139.5K on 2024-12-31.