Concentric Wealth Management, LLC American Express CO Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 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 24,364 shares of AXP stock, worth $6.64 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
24,364
Previous 24,271
0.38%
Holding current value
$6.64 Million
Previous $5.53 Million
2.08%
% of portfolio
1.49%
Previous 1.47%
Shares
27 transactions
Others Institutions Holding AXP
# of Institutions
2,614Shares Held
596MCall Options Held
9.09MPut Options Held
7.95M-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne152MShares$41.3 Billion12.68% of portfolio
-
Vanguard Group Inc Valley Forge, PA45.2MShares$12.3 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY41.9MShares$11.4 Billion0.22% of portfolio
-
State Street Corp Boston, MA29.3MShares$7.98 Billion0.3% of portfolio
-
Wellington Management Group LLP Boston, MA19.1MShares$5.2 Billion0.81% of portfolio
About AMERICAN EXPRESS CO
- Ticker AXP
- Exchange NYSE
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 747,233,024
- Market Cap $204B
- 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...