Concord Wealth Partners Fidelity Covington Tr Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding FPRO
# of Institutions
15Shares Held
58.5KCall Options Held
0Put Options Held
0-
Adviser Investments LLC19.9KShares$451,9570.01% of portfolio
-
Ropes Wealth Advisors LLC Boston, MA19.9KShares$451,9570.07% of portfolio
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Ken Griffin Citadel Advisors LLC | Chicago, Il13.7KShares$311,5340.0% of portfolio
-
Ubs Group Ag2.72KShares$61,6300.0% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE650Shares$14,7550.0% of portfolio