Concurrent Investment Advisors, LLC Spdr Portfolio Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 196,203 shares of SPYG stock, worth $16.9 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
196,203
Previous 187,835
4.45%
Holding current value
$16.9 Million
Previous $15.1 Billion
8.12%
% of portfolio
0.48%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,094Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.71 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.78 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.14 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$675 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$626 Million0.04% of portfolio