Concurrent Investment Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,592 shares of SMMV stock, worth $308,538. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,592
Previous 7,020
8.15%
Holding current value
$308,538
Previous $263 Million
7.7%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SMMV
# of Institutions
133Shares Held
19.2MCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL13.2MShares$537 Million0.33% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$41.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO862KShares$35 Million0.08% of portfolio
-
Envestnet Asset Management Inc691KShares$28.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL435KShares$17.7 Million0.02% of portfolio