Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Number of Shares
1,321
Previous 187 606.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
1,134 Added 606.42%
1,321 $0
Q4 2024

Jan 23, 2025
BUY
N/A
4 Added 2.19%
187 $0
Q3 2024

Oct 24, 2024
BUY
N/A
183 New
183 $0
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email