Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Total 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 Total stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 124,802 shares of BND stock, worth $9.34 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
124,802
Previous 61,669
102.37%
Holding current value
$9.34 Million
Previous $4.53 Billion
102.87%
% of portfolio
0.18%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,825Shares Held
1.09BCall Options Held
78.7KPut Options Held
20.3K-
Northwestern Mutual Wealth Management CO122MShares$9.16 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.6 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.97 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.72 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$5.03 Billion0.08% of portfolio