Concord Asset Management, Llc/Va Invesco ETF Tr Ii S&P Smallcap Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 137,934 shares of XSHD stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
137,934
Previous 101,930
35.32%
Holding current value
$1.8 Million
Previous $1.31 Billion
42.12%
% of portfolio
0.28%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding XSHD
# of Institutions
32Shares Held
886KCall Options Held
0Put Options Held
15.4K-
Lpl Financial LLC Fort Mill, SC156KShares$2.03 Million0.0% of portfolio
-
Concord Wealth Partners138KShares$1.8 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC122KShares$1.59 Million0.18% of portfolio
-
Cetera Investment Advisers Schaumburg, IL79.6KShares$1.04 Million0.0% of portfolio
-
Investors Research Corp44.3KShares$576,4730.12% of portfolio