Concurrent Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,924 shares of SDY stock, worth $384,827. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,924
Previous 3,108
5.92%
Holding current value
$384,827
Previous $388 Million
1.22%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
70MCall Options Held
99.8KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC8.05MShares$1.06 Billion0.1% of portfolio
-
Morgan Stanley New York, NY4.78MShares$629 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.95MShares$388 Million0.21% of portfolio
-
Royal Bank Of Canada Toronto, A62.5MShares$330 Million0.08% of portfolio
-
Joel Isaacson & Co., LLC2.39MShares$314 Million17.23% of portfolio