Concurrent Investment Advisors, LLC Vanguard Small Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,765 shares of VB stock, worth $4.88 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,765
Previous 19,498
6.5%
Holding current value
$4.88 Million
Previous $4.46 Billion
1.59%
% of portfolio
0.15%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.57 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.69 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.65 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.17 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.03 Billion0.24% of portfolio