Concurrent Investment Advisors, LLC Vanguard Growth ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 78,080 shares of VUG stock, worth $32.7 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
78,080
Previous 74,269
5.13%
Holding current value
$32.7 Million
Previous $28.5 Billion
12.39%
% of portfolio
0.86%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,540Shares Held
257MCall Options Held
238KPut Options Held
95.1K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio