Concurrent Investment Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 362,011 shares of TOTL stock, worth $14.4 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
362,011
Previous 302,278
19.76%
Holding current value
$14.4 Million
Previous $11.9 Billion
22.5%
% of portfolio
0.35%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding TOTL
# of Institutions
386Shares Held
73.1MCall Options Held
12.2KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.79MShares$270 Million7.33% of portfolio
-
Morgan Stanley New York, NY5.74MShares$228 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.58MShares$142 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.06MShares$121 Million0.05% of portfolio
-
Cwm, LLC2.94MShares$117 Million0.47% of portfolio