Concurrent Investment Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,510 shares of VDC stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,510
Previous 1,771
324.05%
Holding current value
$1.6 Million
Previous $387 Million
310.27%
% of portfolio
0.04%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VDC
# of Institutions
668Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$734 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$169 Million0.16% of portfolio
-
Beacon Capital Management, Inc.714KShares$152 Million6.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC704KShares$150 Million0.06% of portfolio
-
Morgan Stanley New York, NY618KShares$132 Million0.01% of portfolio