Concurrent Investment Advisors, LLC's ownership history for XLU

Concurrent Investment Advisors, LLC currently holds 284.2K shares with a market value of $12.1M. It started holding XLU on 2024-09-30. At its peak, it held 284.2K shares on 2025-12-31. Its highest holding value was $13.6M on 2024-09-30. At its lowest, it held 72.6K shares on 2025-06-30, with a value of $5.9M on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 211.6K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 191.4K.