Concurrent Investment Advisors, LLC Vanguard Total World Stk Index Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 40,246 shares of VT stock, worth $4.66 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
40,246
Previous 40,725
1.18%
Holding current value
$4.66 Million
Previous $4.87 Billion
3.01%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$281 Million0.79% of portfolio