Concurrent Investment Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 24,498 shares of VOE stock, worth $4 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,498
Previous 21,984
11.44%
Holding current value
$4 Million
Previous $3.31 Billion
24.21%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$764 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$748 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$597 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$521 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$503 Million0.04% of portfolio