Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 32,561 shares of VFH stock, worth $3.96 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
32,561
Previous 33,797
3.66%
Holding current value
$3.96 Million
Previous $3.38 Billion
6.02%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
670Shares Held
51MCall Options Held
59.5KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC23.5MShares$2.86 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$336 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$213 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$185 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$171 Million0.03% of portfolio