Number of Shares
107
Previous 97 10.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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.