Concurrent Investment Advisors, LLC Vanguard Extended Market ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,158 shares of VXF stock, worth $2.64 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,158
Previous 13,105
0.4%
Holding current value
$2.64 Million
Previous $2.39 Billion
4.81%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VXF
# of Institutions
971Shares Held
45MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$676 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$589 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$323 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$233 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$232 Million0.6% of portfolio