Concurrent Investment Advisors, LLC's ownership history for XLP

Concurrent Investment Advisors, LLC currently holds 209.9K shares with a market value of $16.3M. It started holding XLP on 2024-09-30. At its peak, it held 209.9K shares on 2025-12-31. Its highest holding value was $16.3M on 2025-12-31. At its lowest, it held 106.3K shares on 2024-09-30, with a value of $8.5M on 2024-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 63.8K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 102.4K.