Concurrent Investment Advisors, LLC's ownership history for XLF

Concurrent Investment Advisors, LLC currently holds 589.5K shares with a market value of $32.3M. It started holding XLF on 2024-09-30. At its peak, it held 589.5K shares on 2025-12-31. Its highest holding value was $32.3M on 2025-12-31. At its lowest, it held 235.6K shares on 2024-09-30, with a value of $10.7M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 310.0K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 300.4K.