Concurrent Investment Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,403 shares of VFMO stock, worth $213,803. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,403Holding current value
$213,803% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
134Shares Held
2.63MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$73.1 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$41.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.4 Million2.61% of portfolio
-
Systelligence, LLC145KShares$22.1 Million5.91% of portfolio
-
Davidson Investment Advisors127KShares$19.4 Million0.99% of portfolio