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 $14.7 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
42,187
Previous 35,964
17.3%
Holding current value
$14.7 Million
Previous $11.6 Billion
25.12%
% of portfolio
0.39%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding MGK
# of Institutions
848Shares Held
38.9MCall Options Held
91.7KPut Options Held
123K-
Assetmark, Inc7.46MShares$2.6 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.25 Billion33.59% of portfolio
-
Morgan Stanley New York, NY1.97MShares$687 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$666 Million0.05% of portfolio
-
Howard Capital Management Inc.1.61MShares$562 Million7.36% of portfolio