Concord Wealth Partners Spdr S&P Kensho New Economies Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Concord Wealth Partners holds 242 shares of KOMP stock, worth $15,630. This represents 0.0% of its overall portfolio holdings.
Number of Shares
242
Previous 242
-0.0%
Holding current value
$15,630
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding KOMP
# of Institutions
139Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.22 Billion3.74% of portfolio
-
Betterment LLC New York, NY1.52MShares$98 Million0.18% of portfolio
-
Strategic Advocates LLC Logan, UT551KShares$35.6 Million8.9% of portfolio
-
Morgan Stanley New York, NY354KShares$22.8 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS169KShares$10.9 Million0.01% of portfolio