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 $8,442. This represents 0.0% of its overall portfolio holdings.
Number of Shares
266
Previous 266
-0.0%
Holding current value
$8,442
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding INTF
# of Institutions
161Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$270 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$99.7 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$80.1 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$77.4 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$58.1 Million5.43% of portfolio