Concord Wealth Partners Vanguard Industrial ETF Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Concord Wealth Partners holds 86 shares of VIS stock, worth $23,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86
Previous 86
-0.0%
Holding current value
$23,785
Previous $20,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding VIS
# of Institutions
491Shares Held
12.6MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.21MShares$1.16 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$243 Million4.67% of portfolio
-
Beacon Capital Management, Inc.651KShares$180 Million7.29% of portfolio
-
Morgan Stanley New York, NY644KShares$178 Million0.01% of portfolio
-
Ubs Group Ag611KShares$169 Million0.04% of portfolio