Concurrent Investment Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 26,261 shares of VOE stock, worth $4.33 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
26,261
Previous 24,498
7.2%
Holding current value
$4.33 Million
Previous $4.11 Billion
3.42%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,187Shares Held
71.7MCall Options Held
25.9KPut Options Held
1.8K-
Morgan Stanley New York, NY4.67MShares$770 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$744 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$648 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$527 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$508 Million0.04% of portfolio