Concurrent Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,920 shares of SPAB stock, worth $204,256. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,920
Previous 9,261
14.48%
Holding current value
$204,256
Previous $237 Million
13.64%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
551Shares Held
279MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio