Concurrent Investment Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 35,964 shares of MGK stock, worth $12.2 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
35,964
Previous 34,815
3.3%
Holding current value
$12.2 Million
Previous $10.9 Billion
5.85%
% of portfolio
0.34%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.53 Billion6.88% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.21 Billion32.56% of portfolio
-
Morgan Stanley New York, NY1.97MShares$669 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$648 Million0.05% of portfolio
-
Howard Capital Management Inc.1.62MShares$549 Million7.31% of portfolio