Concord Wealth Partners NET LEASE OFFICE PROPERTIES Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Number of Shares
71
Previous 83 14.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-12 Reduced 14.46%
71 $0
Q1 2025

May 02, 2025
SELL
N/A
-14 Reduced 14.43%
83 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-10 Reduced 9.35%
97 $0
Q3 2024

Oct 24, 2024
BUY
N/A
10 Added 10.31%
107 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-128 Reduced 56.89%
97 $0
Q1 2024

Apr 30, 2024
SELL
N/A
-166 Reduced 42.46%
225 $0
Q4 2023

Feb 05, 2024
BUY
N/A
391 New
391 $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