Concord Wealth Partners Invesco Ex Tr Self Indx Fd Tr Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Concord Wealth Partners holds 978 shares of IMFL stock, worth $28,401. This represents 0.0% of its overall portfolio holdings.
Number of Shares
978
Previous 2,448
60.05%
Holding current value
$28,401
Previous $67,000
59.7%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IMFL
# of Institutions
50Shares Held
17.4MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA14.3MShares$416 Million0.07% of portfolio
-
Stewardship Advisors, LLC576KShares$16.7 Million4.06% of portfolio
-
Ashton Thomas Securities, LLC Rochester, NY381KShares$11.1 Million1.47% of portfolio
-
Geneos Wealth Management Inc.339KShares$9.85 Million0.25% of portfolio
-
Private Advisor Group, LLC337KShares$9.78 Million0.05% of portfolio