Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,698 shares of VIOO stock, worth $5.76 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
53,698
Previous 21,437
150.49%
Holding current value
$5.76 Million
Previous $2.11 Billion
175.92%
% of portfolio
0.17%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VIOO
# of Institutions
326Shares Held
12.5MCall Options Held
1.4KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$173 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$127 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$73.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS487KShares$52.2 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY419KShares$44.9 Million0.11% of portfolio