Concurrent Investment Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
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 64,466 shares of MGK stock, worth $20.3 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
64,466
Previous 42,187
52.81%
Holding current value
$20.3 Million
Previous $14.5 Billion
37.44%
% of portfolio
0.48%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$677 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$588 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$517 Million1.64% of portfolio