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 243 shares of ITA stock, worth $35,849. This represents 0.01% of its overall portfolio holdings.
Number of Shares
243
Previous 243
-0.0%
Holding current value
$35,849
Previous $32,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding ITA
# of Institutions
662Shares Held
24.1MCall Options Held
169KPut Options Held
180K-
Bank Of America Corp Charlotte, NC9.16MShares$1.35 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.81MShares$268 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC905KShares$133 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN758KShares$112 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA713KShares$105 Million0.02% of portfolio