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 $4.87 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,992
Previous 17,589
2.29%
Holding current value
$4.87 Million
Previous $4.28 Billion
6.61%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
1,002Shares Held
40.2MCall Options Held
24.8KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$839 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$745 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$658 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$591 Million1.53% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$502 Million0.34% of portfolio