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 $229,670. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,398
Previous 3,166
7.33%
Holding current value
$229,670
Previous $222 Million
9.43%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
681Shares Held
93.5MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$568 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$235 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$227 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$205 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$180 Million0.06% of portfolio