Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
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 18,871 shares of TDV stock, worth $1.49 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
18,871
Previous 18,287
3.19%
Holding current value
$1.49 Million
Previous $1.41 Million
0.99%
% of portfolio
0.24%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding TDV
# of Institutions
82Shares Held
2.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY275KShares$21.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC260KShares$20.6 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA197KShares$15.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC167KShares$13.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC166KShares$13.1 Million0.02% of portfolio