Concurrent Investment Advisors, LLC Vanguard Materials ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Materials ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,531 shares of VAW stock, worth $897,500. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,531
Previous 4,825
6.09%
Holding current value
$897,500
Previous $1.02 Billion
16.6%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VAW
# of Institutions
418Shares Held
7.33MCall Options Held
5.5KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC1.43MShares$283 Million0.03% of portfolio
-
Beacon Capital Management, Inc.776KShares$154 Million7.07% of portfolio
-
Envestnet Asset Management Inc369KShares$73.1 Million0.03% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO318KShares$63 Million0.2% of portfolio
-
Personal Capital Advisors Corp298KShares$59.1 Million0.25% of portfolio