Concord Wealth Partners Renaissance Cap Greenwich Fds Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$60.61 - $69.99 $79,702 - $92,036	-1,315 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$59.15 - $76.13 $77,782 - $100,110	1,315 New	1,315 $82,000

Others Institutions Holding IPO

# of Institutions

62

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.17 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.36 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.22 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.17 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.86 Million
0.0% of portfolio

About RENAISSANCE CAP GREENWICH FDS

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