Concord Wealth Partners Ishares Tr Msci Acwi Low Carbo Transaction History
Concord Wealth Partners
- $559 Million
- Q2 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 178 shares of CRBN stock, worth $34,621. This represents 0.01% of its overall portfolio holdings.
Number of Shares
178
Previous 652
72.7%
Holding current value
$34,621
Previous $117,000
72.65%
% of portfolio
0.01%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding CRBN
# of Institutions
121Shares Held
2.51MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$246 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$40.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$24 Million0.0% of portfolio
-
Aspiriant, LLC107KShares$20.8 Million0.8% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.6 Million2.25% of portfolio