Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 38,074 shares of VFH stock, worth $3.83 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
38,074
Previous 46,040
17.3%
Holding current value
$3.83 Million
Previous $4.25 Billion
8.22%
% of portfolio
0.16%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
667Shares Held
48.3MCall Options Held
85.1KPut Options Held
15.3K-
Bank Of America Corp Charlotte, NC23.8MShares$2.4 Billion0.23% of portfolio
-
Morgan Stanley New York, NY2.72MShares$274 Million0.02% of portfolio
-
Beacon Capital Management, Inc.1.67MShares$168 Million7.36% of portfolio
-
Wells Fargo & Company San Francisco, CA1.43MShares$144 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.19MShares$120 Million0.05% of portfolio