Concurrent Investment Advisors, LLC's ownership history for XLV

Concurrent Investment Advisors, LLC currently holds 83.2K shares with a market value of $11.6M. It started holding XLV on 2024-09-30. At its peak, it held 148.2K shares on 2025-03-31. Its highest holding value was $21.6M on 2025-03-31. At its lowest, it held 83.2K shares on 2025-09-30, with a value of $11.6M on 2025-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 65.0K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 36.8K.