Concord Wealth Partners Ishares Asia/Pacific Divid 30 Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
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 64,776 shares of DVYA stock, worth $2.84 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
64,776
Previous 62,143
4.24%
Holding current value
$2.84 Million
Previous $2.39 Million
13.93%
% of portfolio
0.38%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding DVYA
# of Institutions
29Shares Held
552KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC119KShares$5.24 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA64.3KShares$2.83 Million0.49% of portfolio
-
Transform Wealth, LLC58.4KShares$2.57 Million0.13% of portfolio
-
Old Port Advisors55.5KShares$2.44 Million0.59% of portfolio
-
Kovitz Investment Group Partners, LLC54.2KShares$2.38 Million0.01% of portfolio