Concord Wealth Partners Ishares Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 266 shares of INTF stock, worth $7,945. This represents 0.0% of its overall portfolio holdings.
Number of Shares
266
Previous 266
-0.0%
Holding current value
$7,945
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding INTF
# of Institutions
151Shares Held
41.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$235 Million14.75% of portfolio
-
Halbert Hargrove Global Advisors, LLC2.86MShares$85.4 Million4.97% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$74.6 Million14.96% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$72.8 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.79MShares$53.5 Million5.78% of portfolio