Concurrent Investment Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,503 shares of VOOG stock, worth $913,394. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,503
Previous 2,484
0.76%
Holding current value
$913,394
Previous $828 Million
4.36%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VOOG
# of Institutions
519Shares Held
11MCall Options Held
18.8KPut Options Held
13K-
Jpmorgan Chase & CO New York, NY2.46MShares$899 Million0.07% of portfolio
-
Morgan Stanley New York, NY699KShares$255 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$232 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC609KShares$222 Million0.02% of portfolio
-
Ubs Group Ag540KShares$197 Million0.05% of portfolio