Concurrent Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,804 shares of MOAT stock, worth $2.73 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
31,804
Previous 23,677
34.32%
Holding current value
$2.73 Million
Previous $2.3 Billion
28.47%
% of portfolio
0.08%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding MOAT
# of Institutions
751Shares Held
104MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
-
Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio