Concurrent Investment Advisors, LLC Vanguard Mega Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,573 shares of MGC stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,573
Previous 2,890
92.84%
Holding current value
$1.21 Million
Previous $597 Million
98.45%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding MGC
# of Institutions
473Shares Held
15.6MCall Options Held
14.2KPut Options Held
1.3K-
Bank Of America Corp Charlotte, NC1.61MShares$351 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$137 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY537KShares$117 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN509KShares$111 Million0.03% of portfolio
-
Wooster Corthell Wealth Management, Inc.472KShares$103 Million21.85% of portfolio