Concentrum Wealth Management Invesco S&P Smallcap Informati Transaction History
Concentrum Wealth Management
- $270 Billion
- Q1 2025
Shares
11 transactions
Others Institutions Holding PSCT
# of Institutions
96Shares Held
1.82MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC297KShares$16.6 Million0.0% of portfolio
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Morgan Stanley New York, NY215KShares$12 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY151KShares$8.43 Million0.0% of portfolio
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Texas Yale Capital Corp. St. Petersburg, FL92.1KShares$5.13 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA91.9KShares$5.12 Million0.0% of portfolio