Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,169 shares of VOT stock, worth $3.26 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,169
Previous 14,038
0.93%
Holding current value
$3.26 Million
Previous $3.08 Billion
8.39%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
912Shares Held
32.6MCall Options Held
33.1KPut Options Held
4K-
Morgan Stanley New York, NY2.34MShares$539 Million0.04% of portfolio
-
Assetmark, Inc1.98MShares$457 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.8MShares$416 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.48MShares$342 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$287 Million0.07% of portfolio