Concurrent Investment Advisors, LLC Vanguard Extended Market ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,158 shares of VXF stock, worth $2.63 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,158
Previous 13,105
0.4%
Holding current value
$2.63 Million
Previous $2.39 Billion
4.81%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VXF
# of Institutions
968Shares Held
44.8MCall Options Held
27.9KPut Options Held
3K-
Morgan Stanley New York, NY3.37MShares$673 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$586 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$321 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$231 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$231 Million0.6% of portfolio