A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,122 shares of SHM stock, worth $808,672. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,122
Previous 16,685 2.62%
Holding current value
$808,672
Previous $797 Million 1.87%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$47.44 - $47.9 $20,731 - $20,932
437 Added 2.62%
17,122 $812 Million
Q4 2023

Apr 15, 2024

BUY
$46.12 - $47.85 $769,512 - $798,377
16,685 New
16,685 $797 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.