Concurrent Investment Advisors, LLC Vanguard Industrial ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,981 shares of VIS stock, worth $1.94 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,981
Previous 8,504
6.15%
Holding current value
$1.94 Million
Previous $2.21 Billion
8.19%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VIS
# of Institutions
540Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.13 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.01 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$214 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$177 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$153 Million7.13% of portfolio