Concord Wealth Partners Spdr Ser Tr Spdr Portfolio Cor Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPBO
# of Institutions
155Shares Held
43.6MCall Options Held
900Put Options Held
100-
Adviser Investments LLC13.4MShares$384 Million5.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.19MShares$91.5 Million0.04% of portfolio
-
St Germain D J CO Inc Springfield, MA2.47MShares$70.9 Million3.5% of portfolio
-
Nepc LLC Boston, MA2.46MShares$70.7 Million2.23% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$65.2 Million0.01% of portfolio