Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,992 shares of VOT stock, worth $4.5 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,992
Previous 17,589
2.29%
Holding current value
$4.5 Million
Previous $4.28 Billion
6.61%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
1,057Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$775 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$719 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$679 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$572 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$464 Million0.34% of portfolio