Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,127 shares of VCR stock, worth $3.19 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,127
Previous 9,165
0.41%
Holding current value
$3.19 Million
Previous $3.12 Billion
9.79%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VCR
# of Institutions
566Shares Held
13.5MCall Options Held
14.7KPut Options Held
15.3K-
Wealthfront Advisers LLC5.57MShares$1.95 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$485 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY485KShares$170 Million0.01% of portfolio
-
Beacon Capital Management, Inc.453KShares$158 Million7.6% of portfolio
-
Ubs Group Ag377KShares$132 Million0.03% of portfolio