Concurrent Investment Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,135 shares of VGIT stock, worth $709,169. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,135
Previous 30,681
60.45%
Holding current value
$709,169
Previous $1.82 Billion
60.96%
% of portfolio
0.03%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.04 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.84 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$834 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$647 Million3.14% of portfolio