Concurrent Investment Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Number of Shares
2,826
Previous 2,758 2.47%
Holding current value
$283 Million
Previous $280 Million 1.28%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
N/A
68 Added 2.47%
2,826 $283 Million
Q3 2024

Oct 30, 2024
BUY
N/A
2,758 New
2,758 $280 Million
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