Concurrent Investment Advisors, LLC Vanguard Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 49,375 shares of VUG stock, worth $18.5 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
49,375
Previous 44,245
11.59%
Holding current value
$18.5 Million
Previous $13.8 Billion
23.56%
% of portfolio
0.69%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio