Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 30,061 shares of BLV stock, worth $2.06 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
30,061
Previous 29,864
0.66%
Holding current value
$2.06 Million
Previous $2.1 Billion
7.65%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
382Shares Held
41.5MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$631 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$230 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$174 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$159 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$146 Million5.15% of portfolio