Concord Wealth Partners Select Sector Spdr Tr Communic Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Concord Wealth Partners holds 585 shares of XLC stock, worth $66,789. This represents 0.01% of its overall portfolio holdings.
Number of Shares
585
Previous 901
35.07%
Holding current value
$66,789
Previous $86,000
26.74%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding XLC
# of Institutions
1,269Shares Held
204MCall Options Held
1.76MPut Options Held
2.1M-
Bank Of America Corp Charlotte, NC43.9MShares$5.01 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$970 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.49MShares$970 Million0.2% of portfolio