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 $261,191. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,549
Previous 5,423
2.32%
Holding current value
$261,191
Previous $225 Million
12.13%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio