Concurrent Investment Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 3,889 shares of VOOG stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,889
Previous 2,503
55.37%
Holding current value
$1.5 Million
Previous $864 Million
64.69%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VOOG
# of Institutions
597Shares Held
43.7MCall Options Held
16.8KPut Options Held
24K-
Wealthfront Advisers LLC32.1MShares$12.3 Billion9.77% of portfolio
-
Jpmorgan Chase & CO New York, NY2.43MShares$935 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$286 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$271 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$245 Million7.92% of portfolio