Concord Wealth Partners Purchases in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZBRA
Zebra Technologies Corp

Technology
80
New
$306.21 - $371.02 $24.5K - $29.7K
80 $29K
WMG
Warner Music Group Corp.

Communication Services
952
New
$27.51 - $32.17 $26.2K - $30.6K
952 $29K
ALLE
Allegion PLC

Industrials
199
New
$114.67 - $145.7 $22.8K - $29K
199 $28K
GM
General Motors CO

Consumer Cyclical
748
+ 18.89%
$39.95 - $49.9 $29.9K - $37.3K
4.71K $211K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
268
+ 110.29%
$96.25 - $101.98 $25.8K - $27.3K
511 $51K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
174
+ 3.99%
$57.32 - $62.65 $9.97K - $10.9K
4.53K $282K
VOE
Vanguard Mid Cap Value Index F

ETFs
15
+ 1.0%
$149.02 - $167.67 $2.24K - $2.52K
1.51K $253K
COF
Capital One Financial Corp

Financial Services
173
+ 115.33%
$131.42 - $153.05 $22.7K - $26.5K
323 $48K
WTMF
Wisdomtree Tr Managed Futures

ETFs
777
New
$34.69 - $36.83 $27K - $28.6K
777 $27K
AXP
American Express CO

Financial Services
40
+ 10.47%
$225.92 - $271.17 $9.04K - $10.8K
422 $114K
LUMN
Lumen Technologies, Inc.

Communication Services
1.99K
+ 98.81%
$1.03 - $7.28 $2.05K - $14.5K
4.01K $28K
EIX
Edison International

Utilities
277
+ 277.0%
$71.19 - $87.72 $19.7K - $24.3K
377 $32K
ADSK
Autodesk, Inc.

Technology
103
New
$245.83 - $245.83 $25.3K - $25.3K
103 $25K
WEC
Wec Energy Group, Inc.

Utilities
133
+ 20.65%
$77.68 - $96.19 $10.3K - $12.8K
777 $74K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
291
+ 115.48%
$70.42 - $80.82 $20.5K - $23.5K
543 $42K
BDX
Becton Dickinson & CO

Healthcare
94
+ 38.37%
$221.47 - $242.41 $20.8K - $22.8K
339 $81K
RTX
Raytheon Technologies Corp

Industrials
89
+ 13.32%
$99.55 - $123.34 $8.86K - $11K
757 $91K
VEA
Vanguard Ftse Developed Market

ETFs
237
+ 6.87%
$47.6 - $53.31 $11.3K - $12.6K
3.69K $194K
ABC
Amerisourcebergen Corp

Healthcare
135
New
N/A
135 $24K
BR
Broadridge Financial Solutions, Inc.

Technology
111
New
$196.56 - $218.55 $21.8K - $24.3K
111 $23K
SNY
Sanofi

Healthcare
363
+ 157.83%
$48.54 - $58.53 $17.6K - $21.2K
593 $34K
VRSN
Verisign Inc

Technology
109
+ 93.16%
$174.18 - $190.64 $19K - $20.8K
226 $42K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
451
New
$50.52 - $50.95 $22.8K - $23K
451 $22K
DFAI
Dimensional ETF Tr

ETFs
25
+ 0.24%
$28.69 - $32.06 $717 - $802
10.5K $332K
EPD
Enterprise Products Partners L.P.

Energy
741
+ 74100.0%
$27.88 - $30.0 $20.7K - $22.2K
742 $21K
OMC
Omnicom Group Inc.

Communication Services
207
New
$87.69 - $103.9 $18.2K - $21.5K
207 $21K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
443
New
$43.98 - $46.02 $19.5K - $20.4K
443 $20K
LYB
Lyondell Basell Industries N.V.

Basic Materials
194
+ 4.22%
$92.56 - $99.46 $18K - $19.3K
4.79K $459K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
155
+ 155.0%
$72.18 - $107.33 $11.2K - $16.6K
255 $27K
DVY
Ishares Tr

ETFs
14
+ 1.11%
$119.99 - $135.74 $1.68K - $1.9K
1.28K $172K
PDI
Pimco Dynamic Income Fund

Financial Services
325
+ 3.69%
$18.7 - $20.25 $6.08K - $6.58K
9.13K $184K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.04%
$41.9 - $48.26 $83.8 - $96.5
4.64K $222K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
540
+ 11.15%
$19.88 - $21.63 $10.7K - $11.7K
5.38K $115K
CCJ
Cameco Corp

Energy
380
New
$36.9 - $53.72 $14K - $20.4K
380 $18K
CRL
Charles River Laboratories International, Inc.

Healthcare
95
New
$187.96 - $245.29 $17.9K - $23.3K
95 $18K
GPC
Genuine Parts CO

Consumer Cyclical
119
+ 79.33%
$131.04 - $147.11 $15.6K - $17.5K
269 $37K
ECL
Ecolab Inc.

Basic Materials
57
+ 61.96%
$228.86 - $255.76 $13K - $14.6K
149 $38K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
694
+ 2.38%
$9.59 - $10.12 $6.66K - $7.02K
29.8K $299K
ET
Energy Transfer LP

Energy
1.17K
+ 9.65%
$15.43 - $16.44 $18.1K - $19.3K
13.3K $213K
C
Citigroup Inc

Financial Services
420
+ 3.94%
$56.11 - $67.61 $23.6K - $28.4K
11.1K $694K
UGI
Ugi Corp

Utilities
637
+ 100.0%
$22.23 - $25.05 $14.2K - $16K
1.27K $31K
GOOG
Alphabet Inc.

Communication Services
1.4K
+ 10.5%
$149.54 - $192.66 $210K - $270K
14.8K $2.47M
IJS
Ishares S&P Smallcap 600 Value

ETFs
91
+ 15.88%
$95.81 - $109.03 $8.72K - $9.92K
664 $71K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
173
+ 8.72%
$54.38 - $59.77 $9.41K - $10.3K
2.16K $127K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
145
+ 1.5%
$19.3 - $20.82 $2.8K - $3.02K
9.82K $204K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
New
$162.83 - $179.16 $14.5K - $15.9K
89 $15K
FIS
Fidelity National Information Services, Inc.

Technology
146
+ 50.17%
$72.8 - $85.04 $10.6K - $12.4K
437 $36K
RTO
Rentokil Initial PLC

Industrials
627
New
$24.2 - $32.96 $15.2K - $20.7K
627 $15K
VEEV
Veeva Systems Inc

Healthcare
72
New
$180.43 - $223.9 $13K - $16.1K
72 $15K
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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