Concurrent Investment Advisors, LLC Vanguard Mega Cap Growth 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 Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 42,187 shares of MGK stock, worth $13 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
42,187
Previous 35,964
17.3%
Holding current value
$13 Million
Previous $11.6 Billion
25.12%
% of portfolio
0.39%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
898Shares Held
39.5MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.3 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.1 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$663 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$575 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$505 Million1.64% of portfolio