Concord Wealth Partners Invesco Exchange Traded Fd Tr Transaction History
Concord Wealth Partners
- $548 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding PID
# of Institutions
168Shares Held
22.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.7MShares$66 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.19MShares$39.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.64MShares$29.3 Million0.01% of portfolio
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Ubs Group Ag1.19MShares$21.3 Million0.01% of portfolio
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Kaye Capital Management El Segundo, CA986KShares$17.6 Million8.6% of portfolio