Concurrent Investment Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,719 shares of IVOO stock, worth $625,429. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,719Holding current value
$625,429% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IVOO
# of Institutions
271Shares Held
10MCall Options Held
3.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC1.24MShares$135 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.01MShares$110 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$98.4 Million3.79% of portfolio
-
Ubs Group Ag612KShares$66.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO420KShares$45.9 Million0.04% of portfolio