Concord Wealth Partners Ishares Transaction History
Concord Wealth Partners
- $559 Million
- Q2 2024
A detailed history of Concord Wealth Partners transactions in Ishares stock. As of the latest transaction made, Concord Wealth Partners holds 245 shares of ICLN stock, worth $3,263. This represents 0.0% of its overall portfolio holdings.
Number of Shares
245
Previous 2,545
90.37%
Holding current value
$3,263
Previous $35,000
91.43%
% of portfolio
0.0%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding ICLN
# of Institutions
557Shares Held
47.1MCall Options Held
3.09MPut Options Held
3M-
Bank Of America Corp Charlotte, NC6.35MShares$84.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.65MShares$48.6 Million0.0% of portfolio
-
Ubs Group Ag2.75MShares$36.6 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY2.26MShares$30.1 Million0.03% of portfolio
-
Total Wealth Planning, LLC1.51MShares$20.1 Million3.66% of portfolio