Concurrent Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,470 shares of VBK stock, worth $865,903. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,470
Previous 3,118
11.29%
Holding current value
$865,903
Previous $754 Million
20.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,068Shares Held
39.7MCall Options Held
45.9KPut Options Held
17.7K-
Bank Of America Corp Charlotte, NC8.24MShares$2.06 Billion0.2% of portfolio
-
Jones Financial Companies Lllp2.39MShares$597 Million0.85% of portfolio
-
Morgan Stanley New York, NY1.93MShares$483 Million0.04% of portfolio
-
Assetmark, Inc1.31MShares$327 Million1.12% of portfolio
-
Ci Private Wealth, LLC Miami, FL889KShares$222 Million0.36% of portfolio