Concurrent Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,446 shares of VBK stock, worth $1.64 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,446
Previous 6,167
4.52%
Holding current value
$1.64 Million
Previous $1.65 Billion
9.48%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,227Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.44 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$488 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$460 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$430 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$372 Million1.12% of portfolio