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 $14.6 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
362,011
Previous 302,278
19.76%
Holding current value
$14.6 Million
Previous $11.9 Billion
22.5%
% of portfolio
0.35%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding TOTL
# of Institutions
384Shares Held
70.2MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$261 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.58MShares$144 Million0.05% of portfolio
-
Cwm, LLC2.94MShares$118 Million0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio