Concord Asset Management, Llc/Va Wisdomtree Tr Emerging Mkts Ex Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding XSOE
# of Institutions
249Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.35MShares$129 Million1.38% of portfolio
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Morgan Stanley New York, NY2.79MShares$108 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.1MShares$80.9 Million0.01% of portfolio
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Valmark Advisers, Inc.1.64MShares$63.1 Million0.8% of portfolio
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Lpl Financial LLC Fort Mill, SC1.53MShares$58.8 Million0.02% of portfolio