Concord Wealth Partners Fidelity Covington Tr Blue Chi Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FBCV
# of Institutions
26Shares Held
695KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC402KShares$12.8 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC93.2KShares$2.96 Million0.06% of portfolio
-
Kestra Private Wealth Services, LLC38KShares$1.2 Million0.02% of portfolio
-
Envestnet Asset Management Inc29.1KShares$923,4750.0% of portfolio
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Kestra Advisory Services, LLC16.8KShares$534,5330.0% of portfolio