CWP
TOPT

Concord Wealth Partners’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Concord Wealth Partners’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.78K Hold
175
– – ﹤0.01% 639
2025
Q1 		$4.17K Buy
+175
New +$4.17K ﹤0.01% 607