Concord Wealth Partners SPDR SER TR Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Number of Shares
39,653
Previous 38,963 1.77%
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
Q1 2025

May 02, 2025
BUY
N/A
690 Added 1.77%
39,653 $0
Q4 2024

Jan 23, 2025
BUY
N/A
2,184 Added 5.94%
38,963 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-3,422 Reduced 8.51%
36,779 $0
Q2 2024

Jul 31, 2024
BUY
N/A
3,716 Added 10.19%
40,201 $0
Q1 2024

Apr 30, 2024
BUY
N/A
36,485 New
36,485 $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