Concord Wealth Partners SPDR SER TR Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Number of Shares
38,963
Previous 36,779 5.94%
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
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
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