Concurrent Investment Advisors, LLC Vanguard Small Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,234 shares of VB stock, worth $9.05 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
36,234
Previous 20,765
74.5%
Holding current value
$9.05 Million
Previous $4.53 Billion
89.84%
% of portfolio
0.25%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio