Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 220,301 shares of VTV stock, worth $38.9 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
220,301
Previous 191,561
15.0%
Holding current value
$38.9 Million
Previous $30.7 Billion
25.16%
% of portfolio
1.14%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.59 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio