Concurrent Investment Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,771 shares of VDC stock, worth $390,027. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,771
Previous 1,695
4.48%
Holding current value
$390,027
Previous $344 Million
12.43%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
631Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$748 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$174 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$161 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$152 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$145 Million0.01% of portfolio