Concord Wealth Partners Invesco Ex Tr Self Indx Fd Tr Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Concord Wealth Partners holds 2,448 shares of IMFL stock, worth $68,446. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,448
Previous 2,325 5.29%
Holding current value
$68,446
Previous $57,000 17.54%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$22.43 - $27.68 $2,758 - $3,404
123 Added 5.29%
2,448 $67,000
Q1 2025

May 02, 2025
SELL
$23.3 - $25.76 $5,731 - $6,336
-246 Reduced 9.57%
2,325 $57,000
Q4 2024

Jan 23, 2025
BUY
$23.48 - $25.49 $28,739 - $31,199
1,224 Added 90.87%
2,571 $60,000
Q3 2024

Oct 24, 2024
BUY
$23.68 - $26.26 $31,896 - $35,372
1,347 New
1,347 $34,000

Others Institutions Holding IMFL

# of Institutions
52
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EX TR SELF INDX FD TR

IMFL Quotes by TradingView
  • Ticker IMFL
More about IMFL
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email