Concord Wealth Partners Q2 2026: Focus on ETF Buys and Energy Sells
Concord Wealth Partners' portfolio saw notable changes in the second quarter of 2026, with significant additions to specific trusts and reductions in energy holdings.
By Insiderset.Jul 29, 2026, 5:05 AM

Concord Wealth Partners' portfolio saw notable changes in the second quarter of 2026, with significant additions to specific trusts and reductions in energy holdings.