Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 33,797 shares of VFH stock, worth $3.74 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
33,797
Previous 38,074
11.23%
Holding current value
$3.74 Million
Previous $3.9 Billion
13.41%
% of portfolio
0.11%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
673Shares Held
50.5MCall Options Held
78KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC23.5MShares$2.61 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$306 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$194 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.6MShares$177 Million7.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$155 Million0.03% of portfolio