Concord Wealth Partners Ishares Tr Msci Acwi Low Carbo Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Concord Wealth Partners holds 91 shares of CRBN stock, worth $18,072. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 178
48.88%
Holding current value
$18,072
Previous $32,000
46.88%
% of portfolio
0.0%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding CRBN
# of Institutions
126Shares Held
2.57MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$256 Million0.61% of portfolio
-
Morgan Stanley New York, NY196KShares$38.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$25.7 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$20 Million1.37% of portfolio
-
Aspiriant, LLC99.8KShares$19.8 Million0.75% of portfolio