Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,698 shares of VIOO stock, worth $6 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
53,698
Previous 21,437
150.49%
Holding current value
$6 Million
Previous $2.11 Billion
175.92%
% of portfolio
0.17%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VIOO
# of Institutions
329Shares Held
13.3MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$180 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$139 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$76.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$66.1 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$48.1 Million0.02% of portfolio