Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 127,336 shares of BSV stock, worth $9.85 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
127,336
Previous 144,081
11.62%
Holding current value
$9.85 Million
Previous $11.3 Billion
13.22%
% of portfolio
0.26%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,298Shares Held
383MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio