Concord Wealth Partners Wisdomtree Tr U.S Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding DHS
# of Institutions
254Shares Held
6.4MCall Options Held
0Put Options Held
0-
Cwm, LLC844KShares$82.1 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA509KShares$49.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC438KShares$42.6 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL373KShares$36.3 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC370KShares$36 Million0.0% of portfolio