Concurrent Investment Advisors, LLC's ownership history for XLY

Concurrent Investment Advisors, LLC currently holds 42.4K shares with a market value of $10.2M. It started holding XLY on 2024-09-30. At its peak, it held 42.6K shares on 2025-06-30. Its highest holding value was $10.2M on 2025-09-30. At its lowest, it held 32.9K shares on 2024-09-30, with a value of $6.6M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 990. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 9.5K.