Concord Wealth Partners ETF Ser Solutions Nationwide D Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$0.0 - $21.46 $0 - $5.96 Million	-277,765 Closed	0 $0
Q4 2023 Apr 30, 2024	SELL	$18.92 - $21.02 $1.92 Million - $2.13 Million	-101,337 Reduced 26.73%	277,765 $5.84 Million
Q4 2023 Feb 05, 2024	SELL	$18.92 - $21.02 $1.92 Million - $2.13 Million	-101,337 Reduced 26.73%	277,765 $5.84 Million
Q3 2023 Apr 30, 2024	BUY	$19.63 - $20.83 $1.99 Million - $2.11 Million	101,337 Added 36.48%	379,102 $7.46 Million
Q3 2023 Oct 25, 2023	SELL	$19.63 - $20.83 $1.99 Million - $2.11 Million	-101,246 Reduced 21.08%	379,102 $7.46 Million
Q2 2023 Aug 07, 2023	BUY	$19.45 - $20.4 $2.05 Million - $2.15 Million	105,197 Added 28.04%	480,348 $9.8 Million
Q1 2023 Apr 26, 2023	BUY	$19.41 - $20.61 $415,936 - $441,651	21,429 Added 6.06%	375,151 $7.46 Million
Q4 2022 Jan 27, 2023	SELL	$19.93 - $20.62 $3.92 Million - $4.05 Million	-196,584 Reduced 35.72%	353,722 $7.11 Million
Q3 2022 Nov 10, 2022	BUY	$19.67 - $22.58 $63,711 - $73,136	3,239 Added 0.59%	550,306 $10.6 Million
Q2 2022 Aug 04, 2022	BUY	$21.66 - $23.99 $11.8 Million - $13.1 Million	547,067 New	547,067 $11.9 Million

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