Concentrum Wealth Management Advisorshares Dorsey Wright Ad Transaction History
Concentrum Wealth Management
- $284 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding AADR
# of Institutions
18Shares Held
86KCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL14KShares$1.08 Million0.0% of portfolio
-
Envestnet Asset Management Inc13KShares$998,5110.0% of portfolio
-
Truist Financial Corp12.4KShares$953,9990.0% of portfolio
-
Raymond James & Associates St Petersburg, FL12.3KShares$947,3770.0% of portfolio
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Prospera Financial Services Inc6.19KShares$476,6140.01% of portfolio