Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Number of Shares
565
Previous 554 1.99%
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
Q4 2024

Jan 23, 2025
BUY
N/A
11 Added 1.99%
565 $0
Q3 2024

Oct 24, 2024
BUY
N/A
4 Added 0.73%
554 $0
Q2 2024

Jul 31, 2024
BUY
N/A
550 New
550 $0
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