Concurrent Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 23,677 shares of MOAT stock, worth $2.03 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
23,677
Previous 19,074
24.13%
Holding current value
$2.03 Million
Previous $1.65 Billion
38.95%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
699Shares Held
98.3MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio