Concord Wealth Partners Direxion Shs ETF Tr Work From Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Apr 30, 2024	BUY	$44.09 - $54.95 $88 - $109	2 Added 0.57%	354 $19,000
Q4 2023 Feb 05, 2024	BUY	$44.09 - $54.95 $88 - $109	2 Added 0.57%	354 $19,000
Q3 2023 Apr 30, 2024	SELL	$46.55 - $52.4 $93 - $104	-2 Reduced 0.56%	352 $16,000
Q3 2023 Oct 25, 2023	BUY	$46.55 - $52.4 $46 - $52	1 Added 0.28%	352 $16,000
Q4 2022 Jan 27, 2023	BUY	$38.69 - $45.34 $13,580 - $15,914	351 New	351 $14,000
Q2 2022 Aug 04, 2022	SELL	$45.43 - $67.78 $9,086 - $13,556	-200 Reduced 36.36%	350 $17,000
Q1 2022 Apr 20, 2022	BUY	$55.63 - $74.15 $19,470 - $25,952	350 Added 175.0%	550 $36,000
Q3 2021 Nov 09, 2021	SELL	$73.35 - $80.04 $7,334 - $8,004	-100 Reduced 33.33%	200 $15,000
Q2 2021 Jul 29, 2021	SELL	$67.05 - $76.71 $4,023 - $4,602	-60 Reduced 16.67%	300 $23,000
Q4 2020 Feb 16, 2021	BUY	$53.77 - $69.21 $19,357 - $24,915	360 New	360 $24,000

Others Institutions Holding WFH

# of Institutions

21

Shares Held

172K

Call Options Held

0

Put Options Held

0

Tradition Wealth Management, LLC

96.2K
Shares

$6 Million
0.53% of portfolio
Virtu Financial LLC New York, NY

31.8K
Shares

$1.98 Million
0.12% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

15.1K
Shares

$939,972
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

7.05K
Shares

$439,418
0.0% of portfolio
Mcmillion Capital Management Inc

6.16K
Shares

$383,766
0.27% of portfolio

About DIREXION SHS ETF TR WORK FROM

Ticker WFH
Sector Technology

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