Concurrent Investment Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,803 shares of SLYV stock, worth $231,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,803Holding current value
$231,892% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
34.8MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$426 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$191 Million0.01% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$108 Million0.22% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA942KShares$77.9 Million12.68% of portfolio
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Cerity Partners LLC New York, NY935KShares$77.3 Million0.15% of portfolio