Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 235,607 shares of VTV stock, worth $41.8 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
235,607
Previous 220,301
6.95%
Holding current value
$41.8 Million
Previous $38.5 Billion
3.72%
% of portfolio
1.07%
Previous 1.14%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,514Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.55 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.48 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.57 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.35 Billion0.42% of portfolio