Concurrent Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,143 shares of VO stock, worth $8.48 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
32,143
Previous 29,140
10.31%
Holding current value
$8.48 Million
Previous $7.28 Billion
6.88%
% of portfolio
0.26%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio