Concurrent Investment Advisors, LLC's ownership history for XLU

Concurrent Investment Advisors, LLC currently holds 372.6K shares with a market value of $17.1M. It started holding XLU on 2024-09-30. At its peak, it held 372.6K shares on 2026-03-31. Its highest holding value was $17.1M on 2026-03-31. At its lowest, it held 72.6K shares on 2025-06-30, with a value of $5.9M on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 272.8K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 289.9K.