Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Number of Shares
1,534
Previous 1,863 17.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 02, 2025
SELL
N/A
-329 Reduced 17.66%
1,534 $0
Q4 2024

Jan 23, 2025
BUY
N/A
718 Added 62.71%
1,863 $0
Q3 2024

Oct 24, 2024
BUY
N/A
4 Added 0.35%
1,145 $0
Q2 2024

Jul 31, 2024
BUY
N/A
6 Added 0.53%
1,141 $0
Q1 2024

Apr 30, 2024
BUY
N/A
2 Added 0.18%
1,135 $0
Q4 2023

Feb 05, 2024
BUY
N/A
1,133 New
1,133 $0
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