Concurrent Investment Advisors, LLC Vanguard Mega Cap Value Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,500 shares of MGV stock, worth $2.48 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,500
Previous 18,278
6.69%
Holding current value
$2.48 Million
Previous $2.17 Billion
15.49%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MGV
# of Institutions
412Shares Held
46.2MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.71 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$478 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$326 Million0.02% of portfolio
-
Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$229 Million0.05% of portfolio