Concurrent Investment Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,131 shares of ESGV stock, worth $252,544. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,131Holding current value
$252,544% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
681Shares Held
30.8MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$393 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$198 Million0.01% of portfolio
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Wealthfront Advisers LLC1.52MShares$180 Million0.44% of portfolio
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Creative Planning Overland Park, KS1.28MShares$151 Million0.12% of portfolio
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Visa Foundation1.17MShares$139 Million100.0% of portfolio