Concurrent Investment Advisors, LLC Vanguard Large Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,055 shares of VV stock, worth $277,317. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,055
Previous 1,125
6.22%
Holding current value
$277,317
Previous $270 Million
2.32%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VV
# of Institutions
1,109Shares Held
102MCall Options Held
23KPut Options Held
18.6K-
Jones Financial Companies Lllp17.1MShares$4.51 Billion4.95% of portfolio
-
Creative Planning Overland Park, KS13MShares$3.41 Billion3.46% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.72 Billion16.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.32MShares$872 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.09MShares$812 Million0.07% of portfolio