Concurrent Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 66,955 shares of SPDW stock, worth $2.53 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
66,955Holding current value
$2.53 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,065Shares Held
549MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.53 Billion4.81% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.06 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$832 Million17.44% of portfolio