Concentrum Wealth Management Advisorshares Dorsey Wright Ad Transaction History
Concentrum Wealth Management
- $257 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding AADR
# of Institutions
17Shares Held
119KCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA41.2KShares$3.08 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL14KShares$1.05 Million0.0% of portfolio
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Envestnet Asset Management Inc13KShares$971,2260.0% of portfolio
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Truist Financial Corp12.4KShares$926,0030.0% of portfolio
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Raymond James & Associates St Petersburg, FL12.3KShares$919,5740.0% of portfolio