Concurrent Investment Advisors, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,933 shares of ONEY stock, worth $457,643. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,933

Previous 4,802 18.1%

Holding current value

$457,643

Previous $498 Million 11.45%

% of portfolio

0.01%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$102.5 - $112.27 $89,072 - $97,562	-869 Reduced 18.1%	3,933 $441 Million
Q2 2024 Jul 30, 2024	SELL	$102.32 - $108.08 $55,559 - $58,687	-543 Reduced 10.16%	4,802 $498 Million
Q1 2024 May 07, 2024	SELL	$97.18 - $108.66 $3.8 Million - $4.25 Million	-39,140 Reduced 87.98%	5,345 $581 Million
Q4 2023 Apr 15, 2024	BUY	$86.22 - $101.67 $3.84 Million - $4.52 Million	44,485 New	44,485 $4.48 Billion

Others Institutions Holding ONEY

# of Institutions

104

Shares Held

6.16M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
Sector ETFs
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Concurrent Investment Advisors, LLC Spdr Ser Tr Russell 1000 Core Transaction History