Concurrent Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,549 shares of SPSM stock, worth $269,071. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,549
Previous 5,423
2.32%
Holding current value
$269,071
Previous $225 Million
12.13%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
868Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$871 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio