Concurrent Investment Advisors LLC boosted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 32.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 74,269 shares of the company’s stock after purchasing an additional 17,997 shares during the quarter. Vanguard […]

Concurrent Investment Advisors LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 78,818 shares of the company’s stock after selling 4,881 shares during the period. iShares Core S&P […]

Concurrent Investment Advisors LLC increased its position in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 216.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 160,643 shares of the company’s stock after buying an additional 109,881 shares during the […]

Concurrent Investment Advisors LLC increased its holdings in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 16.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 170,154 shares of the company’s stock after buying an additional 24,612 shares during the quarter. […]

Concurrent Investment Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,776 shares of the company’s stock after acquiring an additional 2,084 shares during the […]

Centennial Wealth Advisory LLC bought a new stake in First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 10,321 shares of the company’s stock, valued at approximately $221,000. Centennial Wealth Advisory LLC […]