Concurrent Investment Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
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 69,251 shares of MGK stock, worth $26.7 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
69,251
Previous 64,466
7.42%
Holding current value
$26.7 Million
Previous $19.9 Billion
27.35%
% of portfolio
0.49%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding MGK
# of Institutions
917Shares Held
39.5MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.94MShares$3.06 Billion6.99% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.74MShares$1.44 Billion34.34% of portfolio
-
Morgan Stanley New York, NY2.28MShares$879 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$768 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.65MShares$637 Million1.32% of portfolio