Concurrent Investment Advisors, LLC Vanguard Mega Cap Value Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,500 shares of MGV stock, worth $2.53 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,500
Previous 18,278
6.69%
Holding current value
$2.53 Million
Previous $2.17 Billion
15.49%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
440Shares Held
48MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.81 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$485 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$364 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$250 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$233 Million0.05% of portfolio