Concord Wealth Partners Schwab Fundamental Intl Large Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$31.51 - $33.54 $3,371 - $3,588	107 New	107 $3,000
Q2 2023 Aug 07, 2023	BUY	$30.91 - $33.09 $30 - $33	1 Added 0.94%	107 $3,000
Q4 2022 Jan 27, 2023	BUY	$25.2 - $30.35 $2,671 - $3,217	106 New	106 $3,000
Q2 2022 Aug 04, 2022	BUY	$28.1 - $32.52 $28 - $32	1 Added 0.97%	104 $3,000
Q4 2021 Jan 21, 2022	BUY	$31.55 - $34.05 $3,249 - $3,507	103 New	103 $3,000

591

289M

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

Stay updated on Concord Wealth Partners with notifications on news.