Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 62,632 shares of BIV stock, worth $4.91 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
62,632
Previous 63,006
0.59%
Holding current value
$4.91 Million
Previous $4.87 Billion
0.37%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding BIV
# of Institutions
1,036Shares Held
197MCall Options Held
11.1KPut Options Held
8.7K-
Envestnet Asset Management Inc18.6MShares$1.46 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
-
Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
-
Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
-
Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio