Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Total 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 Total stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 38,971 shares of BND stock, worth $2.83 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
38,971
Previous 24,318
60.26%
Holding current value
$2.83 Million
Previous $1.75 Billion
67.06%
% of portfolio
0.09%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,564Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio