Concurrent Investment Advisors, LLC Vanguard Mid Cap Value Index F Call Options Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VOE
# of Institutions
1,187Shares Held
71.8MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$776 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$750 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$654 Million1.75% of portfolio
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Royal Bank Of Canada Toronto, A63.2MShares$532 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.08MShares$512 Million0.04% of portfolio