Concord Wealth Partners Spdr Index Shs Fds S&P Intl Di Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Concord Wealth Partners holds 228,260 shares of DWX stock, worth $9.68 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
228,260
Previous 173,272
31.74%
Holding current value
$9.68 Million
Previous $6.65 Million
44.76%
% of portfolio
1.43%
Previous 1.11%
Shares
21 transactions
Others Institutions Holding DWX
# of Institutions
141Shares Held
5.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY890KShares$37.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC735KShares$31.2 Million0.0% of portfolio
-
Ubs Group Ag365KShares$15.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$12.8 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA269KShares$11.4 Million7.31% of portfolio