Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,992 shares of VOT stock, worth $4.6 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,992
Previous 17,589
2.29%
Holding current value
$4.6 Million
Previous $4.28 Billion
6.61%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
1,054Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$793 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$735 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$695 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$585 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$475 Million0.34% of portfolio