Concurrent Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 121,118 shares of SPLG stock, worth $8.27 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
121,118
Previous 130,207
6.98%
Holding current value
$8.27 Million
Previous $8.33 Billion
1.88%
% of portfolio
0.24%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,121Shares Held
446MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.92 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.19 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.01 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$857 Million50.16% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$769 Million0.06% of portfolio