Concurrent Investment Advisors, LLC Vanguard Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,462 shares of VGSH stock, worth $260,446. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,462
Previous 4,697
5.0%
Holding current value
$260,446
Previous $277 Million
6.37%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio