Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 62,632 shares of BIV stock, worth $4.88 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
62,632
Previous 63,006
0.59%
Holding current value
$4.88 Million
Previous $4.87 Billion
0.37%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding BIV
# of Institutions
1,024Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio