Concord Wealth Partners Ishares Tr Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 30,111 shares of IDV stock, worth $817,814. This represents 0.15% of its overall portfolio holdings.
Number of Shares
30,111
Previous 27,729
8.59%
Holding current value
$817,814
Previous $767,000
18.64%
% of portfolio
0.15%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$292 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$186 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$146 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$102 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$72.3 Million0.02% of portfolio