Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 180,238 shares of BSV stock, worth $14.2 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
180,238
Previous 189,890
5.08%
Holding current value
$14.2 Million
Previous $14.6 Billion
5.05%
% of portfolio
0.45%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio