Concurrent Investment Advisors, LLC's ownership history for XLU

Concurrent Investment Advisors, LLC currently holds 99.8K shares with a market value of $8.7M. It started holding XLU on 2024-09-30. At its peak, it held 168.6K shares on 2024-09-30. Its highest holding value was $13.6M on 2024-09-30. 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 17.1K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 68.8K.