Concord Wealth Partners Sells in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
-120
- 2.9%
$104.51 - $133.23 $12.5K - $16K
4.01K $523K
LMT
Lockheed Martin Corp

Industrials
-34
- 1.59%
$460.3 - $584.56 $15.7K - $19.9K
2.11K $1.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.49K
- 5.02%
$95.1 - $106.76 $237K - $266K
47.1K $5.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-338
- 0.27%
$33.74 - $37.96 $11.4K - $12.8K
123K $4.61M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-235
- 0.25%
$34.35 - $39.16 $8.07K - $9.2K
93.2K $3.58M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.78K
- 3.25%
$46.17 - $51.13 $313K - $347K
202K $10.3M
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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