Concord Wealth Partners ETF Ser Solutions Defiance Nex Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Concord Wealth Partners holds 425 shares of FIVG stock, worth $17,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
425
Previous 424 0.24%
Holding current value
$17,259
Previous $17,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024
BUY
$37.19 - $44.15 $37 - $44
1 Added 0.24%
425 $17,000
Q2 2024

Jul 31, 2024
BUY
$35.39 - $42.48 $35 - $42
1 Added 0.24%
424 $17,000
Q1 2024

Apr 30, 2024
BUY
$34.4 - $40.37 $34 - $40
1 Added 0.24%
423 $16,000
Q4 2023

Apr 30, 2024
SELL
$28.82 - $36.11 $8,588 - $10,760
-298 Reduced 41.39%
422 $15,000
Q4 2023

Feb 05, 2024
SELL
$28.82 - $36.11 $8,588 - $10,760
-298 Reduced 41.39%
422 $15,000
Q3 2023

Apr 30, 2024
BUY
$30.65 - $34.46 $9,133 - $10,269
298 Added 70.62%
720 $22,000
Q3 2023

Oct 25, 2023
BUY
$30.65 - $34.46 $30 - $34
1 Added 0.14%
720 $22,000
Q2 2023

Aug 07, 2023
BUY
$29.87 - $33.86 $89 - $101
3 Added 0.42%
719 $24,000
Q1 2023

Apr 26, 2023
BUY
$29.95 - $34.23 $29 - $34
1 Added 0.14%
716 $23,000
Q4 2022

Jan 27, 2023
BUY
$27.58 - $32.43 $19,719 - $23,187
715 New
715 $21,000
Q2 2022

Aug 04, 2022
BUY
$30.76 - $38.03 $61 - $76
2 Added 0.28%
712 $22,000
Q1 2022

Apr 20, 2022
BUY
$34.88 - $42.11 $34 - $42
1 Added 0.14%
710 $27,000
Q4 2021

Jan 21, 2022
BUY
$35.92 - $42.41 $14,691 - $17,345
409 Added 136.33%
709 $30,000
Q4 2020

Feb 16, 2021
BUY
$28.34 - $33.6 $8,502 - $10,080
300 New
300 $10,000

Others Institutions Holding FIVG

# of Institutions
169
Shares Held
2.65M
Call Options Held
2.3K
Put Options Held
400
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

FIVG Quotes by TradingView
  • Ticker FIVG
  • Sector ETFs
  • Industry ETFs
More about FIVG
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