Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History
Concord Wealth Partners
- $559 Million
- Q2 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 19,768 shares of TDV stock, worth $1.51 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,768
Previous 18,465
7.06%
Holding current value
$1.51 Million
Previous $1.33 Million
10.91%
% of portfolio
0.26%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding TDV
# of Institutions
77Shares Held
2.32MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC326KShares$24.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY263KShares$20.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA200KShares$15.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC158KShares$12.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC130KShares$9.92 Million0.0% of portfolio