Concurrent Investment Advisors, LLC's ownership history for XLY

Concurrent Investment Advisors, LLC currently holds 115.5K shares with a market value of $12.6M. It started holding XLY on 2024-09-30. At its peak, it held 115.5K shares on 2026-03-31. Its highest holding value was $12.6M on 2025-12-31. 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 73.1K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 74.1K.