Concentric Wealth Management, LLC American Express CO Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 23,510 shares of AXP stock, worth $7.02 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
23,510
Previous 24,364
3.51%
Holding current value
$7.02 Million
Previous $5.64 Million
13.01%
% of portfolio
1.35%
Previous 1.49%
Shares
28 transactions
Others Institutions Holding AXP
# of Institutions
2,694Shares Held
572MCall Options Held
9.43MPut Options Held
8.32M-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne152MShares$45.3 Billion15.64% of portfolio
-
Vanguard Group Inc Valley Forge, PA45.1MShares$13.5 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY41.9MShares$12.5 Billion0.22% of portfolio
-
State Street Corp Boston, MA29.3MShares$8.74 Billion0.33% of portfolio
-
Wellington Management Group LLP Boston, MA16.1MShares$4.8 Billion0.78% of portfolio
About AMERICAN EXPRESS CO
- Ticker AXP
- Exchange NYSE
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 747,233,024
- Market Cap $223B
- Description
- American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...