Concurrent Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,398 shares of SPTM stock, worth $217,438. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,398
Previous 3,166 7.33%
Holding current value
$217,438
Previous $222 Million 9.43%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$69.3 - $74.3 $16,077 - $17,237
232 Added 7.33%
3,398 $243 Million
Q3 2024

Oct 30, 2024
BUY
$63.28 - $70.06 $200,344 - $221,809
3,166 New
3,166 $222 Million
Q4 2023

Apr 15, 2024
BUY
$50.31 - $58.65 $1.02 Million - $1.19 Million
20,274 New
20,274 $1.19 Billion

Others Institutions Holding SPTM

# of Institutions
688
Shares Held
93.2M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email