Concord Wealth Partners Fidelity Covington Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FPRO
# of Institutions
9Shares Held
90.4KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC21.5KShares$493,5310.01% of portfolio
-
Adviser Investments LLC19.9KShares$456,7350.01% of portfolio
-
Ropes Wealth Advisors LLC Boston, MA19.9KShares$456,7350.07% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il15.3KShares$351,5780.0% of portfolio
-
Commonwealth Equity Services, LLC13.4KShares$307,2350.0% of portfolio