Concentrum Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Concentrum Wealth Management
- $257 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PSI
# of Institutions
139Shares Held
3.85MCall Options Held
5.1KPut Options Held
1.7K-
Lpl Financial LLC Fort Mill, SC559KShares$33.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY291KShares$17.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC279KShares$16.8 Million0.0% of portfolio
-
Ubs Group Ag210KShares$12.6 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC193KShares$11.6 Million0.03% of portfolio