Concord Wealth Partners Closed Positions in Q3 2024

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-464
Closed
$57.74 - $59.13 $26.8K - $27.4K
0 $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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