Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Concord Wealth Partners holds 18,468 shares of TDV stock, worth $1.55 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,468
Previous 18,871
2.14%
Holding current value
$1.55 Million
Previous $1.42 Million
5.48%
% of portfolio
0.22%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding TDV
# of Institutions
81Shares Held
2.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY290KShares$24.3 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC245KShares$20.5 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA185KShares$15.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC178KShares$15 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC171KShares$14.4 Million0.02% of portfolio