Concurrent Investment Advisors, LLC Vanguard Large Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 1,639 shares of VV stock, worth $449,479. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,639
Previous 1,055
55.36%
Holding current value
$449,479
Previous $263 Million
63.75%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VV
# of Institutions
1,179Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.77 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.52 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$937 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$853 Million0.07% of portfolio