Concord Wealth Partners Ark Genomic Revolution ETF (De Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$27.2 - $48.94 $380 - $685	14 Added 14.0%	114 $4,000
Q4 2020 Feb 16, 2021	BUY	$63.39 - $105.53 $6,339 - $10,553	100 New	100 $9,000

Others Institutions Holding ARKG

# of Institutions

287

Shares Held

24.5M

Call Options Held

3.02M

Put Options Held

2.65M

Jpmorgan Chase & CO New York, NY

2.96M
Shares

$72.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$71.6 Million
0.01% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.43M
Shares

$59.9 Million
2.95% of portfolio
Goldman Sachs Group Inc New York, NY

1.81M
Shares

$44.7 Million
0.01% of portfolio
Citigroup Inc

1.68M
Shares

$41.4 Million
0.03% of portfolio

About ARK GENOMIC REVOLUTION ETF (DE

Ticker ARKG
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