Concurrent Investment Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 65,584 shares of MGK stock, worth $26.8 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
65,584
Previous 69,251
5.3%
Holding current value
$26.8 Million
Previous $25.4 Billion
4.08%
% of portfolio
0.45%
Previous 0.49%
Shares
8 transactions
Others Institutions Holding MGK
# of Institutions
1,004Shares Held
42.2MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.52 Billion34.63% of portfolio
-
Morgan Stanley New York, NY2.37MShares$970 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio