Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 48,494 shares of BLV stock, worth $3.32 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
48,494
Previous 43,978
10.27%
Holding current value
$3.32 Million
Previous $3.1 Billion
8.89%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding BLV
# of Institutions
409Shares Held
48.6MCall Options Held
70.4KPut Options Held
11.5K-
Envestnet Asset Management Inc9.5MShares$651 Million0.22% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$367 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.74MShares$188 Million0.08% of portfolio
-
Lincoln National Corp2.38MShares$163 Million5.4% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$155 Million0.64% of portfolio