Concord Wealth Partners PIMCO ETF TR Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Number of Shares
29,659
Previous 26,840 10.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
BUY
N/A
2,819 Added 10.5%
29,659 $0
Q2 2025

Jul 25, 2025
SELL
N/A
-455 Reduced 1.67%
26,840 $0
Q1 2025

May 02, 2025
BUY
N/A
13,749 Added 101.5%
27,295 $0
Q4 2024

Jan 23, 2025
BUY
N/A
1,292 Added 10.54%
13,546 $0
Q3 2024

Oct 24, 2024
BUY
N/A
12,254 New
12,254 $0
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