Concurrent Investment Advisors, LLC Vanguard Industrial ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
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 7,166 shares of VIS stock, worth $2.14 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,166
Previous 7,230
0.89%
Holding current value
$2.14 Million
Previous $2.02 Billion
4.86%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding VIS
# of Institutions
583Shares Held
12.6MCall Options Held
4.1KPut Options Held
2.2K-
Bank Of America Corp Charlotte, NC3.67MShares$1.1 Billion0.08% of portfolio
-
Morgan Stanley New York, NY1.09MShares$327 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ910KShares$272 Million5.3% of portfolio
-
Wells Fargo & Company San Francisco, CA525KShares$157 Million0.03% of portfolio
-
Beacon Capital Management, Inc.398KShares$119 Million6.13% of portfolio