Concurrent Investment Advisors, LLC Vanguard Russell 2000 Growth E Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,361 shares of VTWG stock, worth $2.42 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,361
Previous 5,954
90.81%
Holding current value
$2.42 Million
Previous $1.14 Billion
106.98%
% of portfolio
0.07%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VTWG
# of Institutions
159Shares Held
2.45MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX363KShares$77.2 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$63.9 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ169KShares$36 Million0.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL137KShares$29.1 Million0.06% of portfolio
-
Assetmark, Inc125KShares$26.5 Million0.07% of portfolio