Concurrent Investment Advisors, LLC Vanguard Large Cap ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 1,514 shares of VV stock, worth $419,862. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,514
Previous 1,639
7.63%
Holding current value
$419,862
Previous $431 Million
5.38%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VV
# of Institutions
1,228Shares Held
105MCall Options Held
29.3KPut Options Held
25.9K-
Jones Financial Companies Lllp15.9MShares$4.41 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.56 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$948 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$863 Million0.07% of portfolio