Concord Wealth Partners Spdr Index Shs Fds S&P Intl Di Call Options Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$33.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$27.8 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$12.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.44 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$7.78 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

Track This Portfolio

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.