Concord Wealth Partners SPDR SERIES TRUST Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Number of Shares
30,760
Previous 32,377 4.99%
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
-1,617 Reduced 4.99%
30,760 $0
Q2 2025

Jul 25, 2025
SELL
N/A
-7,276 Reduced 18.35%
32,377 $0
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
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