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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.78K Hold
2025
Q1 		$4.17K Buy