Concorde Asset Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Concorde Asset Management, LLC holds 4,899 shares of SPTM stock, worth $363,652. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,899
Previous 4,651
5.33%
Holding current value
$363,652
Previous $325,000
7.38%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
672Shares Held
93.4MCall Options Held
10.2KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.4MShares$624 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$258 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$250 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$225 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$198 Million0.06% of portfolio