Concord Wealth Partners Fidelity Covington Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FMAG
# of Institutions
28Shares Held
1.43MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA470KShares$14.4 Million0.0% of portfolio
-
Fil LTD Hamilton, D0345KShares$10.6 Million0.01% of portfolio
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Ubs Group Ag158KShares$4.87 Million0.0% of portfolio
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Beam Wealth Advisors, Inc.119KShares$3.65 Million1.2% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA90.5KShares$2.78 Million0.0% of portfolio