A detailed history of Concord Wealth Partners transactions in Ishares Asia/Pacific Divid 30 stock. As of the latest transaction made, Concord Wealth Partners holds 17,033 shares of DVYA stock, worth $638,567. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,033
Previous 15,591 9.25%
Holding current value
$638,567
Previous $547,000 20.48%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$34.33 - $39.18 $49,503 - $56,497
1,442 Added 9.25%
17,033 $659,000
Q2 2024

Jul 31, 2024

BUY
$35.02 - $38.64 $97,950 - $108,076
2,797 Added 21.86%
15,591 $547,000
Q1 2024

Apr 30, 2024

BUY
$34.93 - $36.91 $446,894 - $472,226
12,794 New
12,794 $463,000

Others Institutions Holding DVYA

About ISHARES ASIA/PACIFIC DIVID 30


  • Ticker DVYA
  • Sector ETFs
  • Industry ETFs
More about DVYA
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.