Concurrent Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 6,162 shares of SDY stock, worth $832,424. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,162
Previous 4,626
33.2%
Holding current value
$832,424
Previous $657 Million
23.89%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SDY
# of Institutions
1,316Shares Held
73.3MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$647 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$407 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$387 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$340 Million15.22% of portfolio