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Ishares Tr robotics artif shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishares Tr robotics artif (ARTY) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishares Tr robotics artif

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All positions including Ishares Tr robotics artif held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr robotics artif by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 2.4k 34.24
2024-06-30 $80k 2.4k 33.19
2024-03-31 $83k 2.4k 34.35
2023-12-31 $84k 2.4k 34.50
2023-09-30 $74k 2.4k 30.54

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View all positions for Concord Wealth Partners

Top funds holding Ishares Tr robotics artif

Morgan Stanley
Bank of America Corporation
Wharton Business Group
LPL Financial
Susquehanna International
Flow Traders US
Jane Street
Royal Bank of Canada
Commonwealth Equity Services
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Advisor Group Holdings
Lionsbridge Wealth Management
Citigroup
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Itau Unibanco Holding

View all funds holding Ishares Tr robotics artif