Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 144,081 shares of BSV stock, worth $11.1 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
144,081
Previous 180,238
20.06%
Holding current value
$11.1 Million
Previous $13.8 Billion
17.99%
% of portfolio
0.33%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio