Concurrent Investment Advisors, LLC's ownership history for XLP

Concurrent Investment Advisors, LLC currently holds 137.9K shares with a market value of $10.8M. It started holding XLP on 2024-09-30. At its peak, it held 146.1K shares on 2025-06-30. Its highest holding value was $11.9M on 2025-03-31. At its lowest, it held 106.3K shares on 2024-09-30, with a value of $8.5M on 2024-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 7.6K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 31.6K.