Concord Wealth Partners Invesco ETF Tr Ii Solar ETF Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Concord Wealth Partners holds 131 shares of TAN stock, worth $4,488. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Previous 131 -0.0%
Holding current value
$4,488
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$38.1 - $44.5 $3,048 - $3,560
-80 Reduced 37.91%
131 $5,000
Q2 2024

Jul 31, 2024
SELL
$39.59 - $49.0 $7,918 - $9,800
-200 Reduced 48.66%
211 $8,000
Q1 2024

Apr 30, 2024
BUY
$41.1 - $52.07 $7,069 - $8,956
172 Added 71.97%
411 $18,000
Q4 2023

Apr 30, 2024
SELL
$40.95 - $54.22 $39,762 - $52,647
-971 Reduced 80.25%
239 $12,000
Q4 2023

Feb 05, 2024
SELL
$40.95 - $54.22 $39,762 - $52,647
-971 Reduced 80.25%
239 $12,000
Q3 2023

Apr 30, 2024
BUY
$51.68 - $73.55 $50,181 - $71,417
971 Added 406.28%
1,210 $62,000
Q3 2023

Oct 25, 2023
SELL
$51.68 - $73.55 $17,829 - $25,374
-345 Reduced 22.19%
1,210 $62,000
Q2 2023

Aug 07, 2023
BUY
$68.04 - $78.4 $43,137 - $49,705
634 Added 68.84%
1,555 $111,000
Q1 2023

Apr 26, 2023
BUY
$69.41 - $82.63 $18,740 - $22,310
270 Added 41.47%
921 $71,000
Q4 2022

Jan 27, 2023
BUY
$64.86 - $83.98 $42,223 - $54,670
651 New
651 $47,000
Q2 2022

Aug 04, 2022
BUY
$57.59 - $79.41 $460 - $635
8 New
8 $1,000

Others Institutions Holding TAN

# of Institutions
262
Shares Held
11.2M
Call Options Held
3.24M
Put Options Held
2.32M
View Full List

About INVESCO ETF TR II SOLAR ETF

TAN Quotes by TradingView
  • Ticker TAN
  • Sector ETFs
  • Industry ETFs
More about TAN
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