Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 17,589 shares of VOT stock, worth $4.68 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,589
Previous 14,699
19.66%
Holding current value
$4.68 Million
Previous $3.37 Billion
26.92%
% of portfolio
0.13%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
987Shares Held
38.3MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$826 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$733 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$648 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$582 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$486 Million0.04% of portfolio