Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History

Concord Wealth Partners

$673 Million
Q2 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 15,004 shares of TDV stock, worth $1.3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

15,004

Previous 18,468 18.76%

Holding current value

$1.3 Million

Previous $1.35 Million 7.21%

% of portfolio

0.19%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$62.35 - $83.2 $215,980 - $288,204	-3,464 Reduced 18.76%	15,004 $1.25 Million
Q1 2025 May 02, 2025	SELL	$72.31 - $80.69 $29,140 - $32,518	-403 Reduced 2.14%	18,468 $1.35 Million
Q4 2024 Jan 23, 2025	BUY	$74.69 - $79.24 $43,618 - $46,276	584 Added 3.19%	18,871 $1.42 Million
Q3 2024 Oct 24, 2024	SELL	$69.59 - $79.2 $103,062 - $117,295	-1,481 Reduced 7.49%	18,287 $1.41 Million
Q2 2024 Jul 31, 2024	BUY	$67.37 - $76.12 $87,783 - $99,184	1,303 Added 7.06%	19,768 $1.47 Million
Q1 2024 Apr 30, 2024	BUY	$66.55 - $72.09 $1.23 Million - $1.33 Million	18,465 New	18,465 $1.33 Million

Others Institutions Holding TDV

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

View Full List

About PROSHARES TR S&P TECH DIVID AR

Ticker TDV
Sector ETFs
Industry ETFs

More about TDV

Track This Portfolio

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.

Account

Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History