Concord Wealth Partners Schwab Strategic Us Tips ETF Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$50.37 - $52.48 $3,425 - $3,568	68 New	68 $3,000
Q3 2023 Oct 25, 2023	BUY	$50.37 - $52.48 $50 - $52	1 Added 1.49%	68 $3,000
Q2 2023 Aug 07, 2023	BUY	$52.18 - $54.02 $52 - $54	1 Added 1.52%	67 $3,000
Q4 2022 Jan 27, 2023	BUY	$51.47 - $53.83 $3,397 - $3,552	66 New	66 $3,000
Q2 2022 Aug 04, 2022	BUY	$55.59 - $60.15 $55 - $60	1 Added 1.59%	64 $4,000
Q4 2021 Jan 21, 2022	BUY	$62.25 - $63.89 $3,921 - $4,025	63 New	63 $4,000

684

155M

60.2K

1.3K

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.