Concord Wealth Partners Invesco Exchange Traded Fd Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding XMMO
# of Institutions
356Shares Held
16.6MCall Options Held
1.2KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC2.68MShares$340 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.14MShares$145 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$81.4 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO633KShares$80.2 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL537KShares$68.1 Million0.03% of portfolio