Concurrent Investment Advisors, LLC's ownership history for XLE

Concurrent Investment Advisors, LLC currently holds 112.8K shares with a market value of $5.0M. It started holding XLE on 2024-09-30. At its peak, it held 112.8K shares on 2025-12-31. Its highest holding value was $5.8M on 2024-12-31. At its lowest, it held 52.6K shares on 2025-09-30, with a value of $4.7M on 2025-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 55.1K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 44.9K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $89.4K on 2025-09-30. At its peak, it held 25 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $223.3K on 2025-09-30. At its lowest, it held 20 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $89.4K on 2025-12-31.