Concurrent Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,074 shares of MOAT stock, worth $1.64 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,074
Previous 15,160
25.82%
Holding current value
$1.64 Million
Previous $1.36 Billion
21.22%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
682Shares Held
96.7MCall Options Held
29.5KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.18MShares$273 Million0.4% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio