Concord Wealth Partners Purchases in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Lithium Americas Argentina C
200
+ 281.69%
N/A
271 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
5
New
$136.06 - $155.24 $680 - $776
5 $0
Lithium Amers Corp New
200
+ 281.69%
N/A
271 $0
Gsk PLC
547
+ 231.78%
N/A
783 $0
MYRG
Myr Group Inc.

Industrials
7
New
$88.59 - $150.09 $620 - $1.05K
7 $0
Reddit Inc
306
New
N/A
306 $0
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
179
New
$0.5 - $0.79 $89.5 - $141
179 $0
KWR
Quaker Chemical Corp

Basic Materials
2
+ 9.52%
$157.95 - $192.14 $316 - $384
23 $3K
PAAS
Pan American Silver Corp

Basic Materials
2
+ 0.62%
$18.58 - $24.18 $37.2 - $48.4
324 $6K
Grayscale Bitcoin Mini Tr Bt
100
New
N/A
100 $0
Natwest Group PLC
152
New
N/A
152 $0
Fortrea Hldgs Inc
244
+ 135.56%
N/A
424 $0
FELE
Franklin Electric CO Inc

Industrials
9
New
$93.65 - $106.62 $843 - $960
9 $0
MCO
Moodys Corp

Financial Services
1
New
$421.49 - $494.67 $421 - $495
1 $0
Ge Vernova Inc
50
+ 40.32%
N/A
174 $0
Ge Healthcare Technologies I
82
+ 64.57%
N/A
209 $0
MTDR
Matador Resources CO

Energy
16
New
$47.4 - $65.22 $758 - $1.04K
16 $0
GIII
G Iii Apparel Group LTD

Consumer Cyclical
24
New
$24.05 - $32.18 $577 - $772
24 $0
Net Lease Office Properties
10
+ 10.31%
N/A
107 $0
NTES
Net Ease, Inc.

Communication Services
4
New
$76.41 - $96.46 $306 - $386
4 $0
Ferguson Enterprises Inc
4
New
N/A
4 $0
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
10
New
$86.23 - $103.97 $862 - $1.04K
10 $0
OII
Oceaneering International Inc

Energy
30
New
$22.41 - $30.02 $672 - $901
30 $0
Grayscale Ethereum Tr Eth
100
New
N/A
100 $0
GGG
Graco Inc

Industrials
2
+ 7.69%
$77.82 - $87.64 $156 - $175
28 $2K
Fidelity Covington Trust
1
+ 0.17%
N/A
577 $0
Fidelity Covington Trust
2
+ 0.35%
N/A
569 $0
Fidelity Covington Trust
1
+ 0.23%
N/A
429 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
2
New
$259.22 - $299.75 $518 - $600
2 $0
Dimensional ETF Trust
4
+ 0.73%
N/A
554 $0
LITM
Snow Lake Resources Ltd.

Basic Materials
1K
New
$0.3 - $0.97 $300 - $970
1K $0
Solventum Corp
23
+ 11.39%
N/A
225 $0
SONO
Sonos Inc

Technology
32
New
$11.09 - $14.96 $355 - $479
32 $0
LANC
Lancaster Colony Corp

Consumer Defensive
4
New
$167.65 - $198.49 $671 - $794
4 $0
Dimensional ETF Trust
183
New
N/A
183 $0
SPSC
Sps Commerce Inc

Technology
5
New
$185.76 - $215.42 $929 - $1.08K
5 $0
SSB
South State Corp

Financial Services
9
New
$75.47 - $101.63 $679 - $915
9 $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
1
+ 12.5%
$93.65 - $97.81 $93.7 - $97.8
9 $0
Knife River Corp
11
+ 1.3%
N/A
858 $0
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.8%
$21.34 - $23.47 $21.3 - $23.5
126 $2K
DAN
Dana Inc

Consumer Cyclical
55
New
$9.34 - $12.71 $514 - $699
55 $0
Labcorp Holdings Inc
52
+ 43.33%
N/A
172 $0
Liberty Media Corp Del
20
New
N/A
20 $0
DK
Delek Us Holdings, Inc.

Energy
20
New
$18.74 - $24.97 $375 - $499
20 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
21
New
$33.99 - $41.78 $714 - $877
21 $0
SM
Sm Energy CO

Energy
16
New
$38.07 - $47.26 $609 - $756
16 $0
Siyata Mobile Inc
77
New
N/A
77 $0
DFSB
Dimensional ETF Tr Dimensional
21
+ 0.17%
N/A
12.5K $0
Liberty Media Corp Del
5
New
N/A
5 $0
Activity Summary
Buys All Purchases 531 New Holdings 204 Increased Positions 327 Sells All Sells 156 Reductions 155 Sold out 1 Options Calls 0 Puts 1
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