Concord Asset Management, Llc/Va Sells in Q3 2024

Concord Asset Management, Llc/Va

  • $443 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XT
Ishares Tr Exponential Technol

ETFs
-78.3K
Closed
$54.51 - $61.59 $4.27M - $4.82M
0 $0
QCOM
Qualcomm Inc

Technology
-5.3K
- 80.03%
$156.12 - $209.64 $827K - $1.11M
1.32K $225M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-29.2K
- 78.38%
$37.61 - $41.72 $1.1M - $1.22M
8.04K $336M
UPS
United Parcel Service Inc

Industrials
-6.46K
- 52.53%
$123.32 - $147.38 $796K - $951K
5.83K $795M
DGRO
Ishares Core Dividend Growth E

ETFs
-31.8K
- 13.8%
$57.47 - $62.76 $1.83M - $1.99M
199K $12.4B
ADI
Analog Devices Inc

Technology
-3.3K
Closed
$200.56 - $243.33 $662K - $804K
0 $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-6.69K
- 65.34%
$97.81 - $108.79 $654K - $728K
3.55K $386M
VGIT
Vanguard Intermediate Term Tre

ETFs
-11.2K
Closed
$57.8 - $60.8 $646K - $680K
0 $0
NUE
Nucor Corp

Basic Materials
-3.58K
- 66.64%
$137.77 - $166.14 $493K - $595K
1.79K $269M
EOG
Eog Resources Inc

Energy
-4.29K
- 53.01%
$117.9 - $132.65 $506K - $570K
3.81K $468M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.84K
- 22.5%
$77.02 - $85.06 $681K - $752K
30.4K $2.57B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-8.49K
Closed
$54.75 - $61.2 $465K - $520K
0 $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5.1K
Closed
$75.63 - $84.89 $386K - $433K
0 $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
-4.54K
Closed
$82.04 - $89.49 $372K - $406K
0 $0
MDT
Medtronic PLC

Healthcare
-3.99K
Closed
$76.84 - $91.03 $307K - $363K
0 $0
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-10.4K
Closed
$21.35 - $22.73 $222K - $236K
0 $0
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-6.41K
Closed
$32.65 - $36.84 $209K - $236K
0 $0
SPYG
Spdr Portfolio

ETFs
-6.24K
- 4.78%
$73.38 - $84.1 $458K - $525K
124K $10.3B
AVLV
American Centy ETF Tr Avantis
-5.6K
- 6.3%
$60.05 - $65.83 $336K - $368K
83.3K $5.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-39
- 3.24%
$434.77 - $502.96 $17K - $19.6K
1.16K $568M
VGT
Vanguard Information Technolog

ETFs
-8
- 1.43%
$514.43 - $606.85 $4.12K - $4.85K
551 $323M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-87
- 2.86%
$117.9 - $128.2 $10.3K - $11.2K
2.96K $379M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-281
- 1.46%
$69.59 - $79.2 $19.6K - $22.3K
19K $1.47B
Spdr Ser Tr
-1.12K
- 2.84%
N/A
38.1K $1.45B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.95K
- 4.08%
$95.1 - $106.76 $185K - $208K
45.8K $4.89B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-821
- 0.74%
$46.17 - $51.13 $37.9K - $42K
110K $5.63B
Activity Summary
Buys All Purchases 104 New Holdings 3 Increased Positions 101 Sells All Sells 27 Reductions 18 Sold out 9 Options Calls 0 Puts 0
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