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 $578,934. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,719Holding current value
$578,934% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IVOO
# of Institutions
294Shares Held
11.3MCall Options Held
3.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC1.3MShares$132 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$104 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$91.1 Million3.79% of portfolio
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Ubs Group Ag746KShares$75.5 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO459KShares$46.4 Million0.04% of portfolio