Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VGSH
Vanguard

ETFs
Q3 2024 Filed on Oct 24, 2024
464
$57.74 - $59.13 $26.8K - $27.4K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2024 Filed on Jul 31, 2024
54
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
72
$97.57 - $130.89 $7.03K - $9.42K
MRVL
Marvell Technology, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
39
$56.76 - $85.09 $2.21K - $3.32K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2024 Filed on Apr 30, 2024
652
$207.77 - $286.45 $135K - $187K
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q1 2024 Filed on Apr 30, 2024
421
$25.32 - $27.96 $10.7K - $11.8K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2024 Filed on Apr 30, 2024
236
$19.87 - $24.19 $4.69K - $5.71K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2024 Filed on Apr 30, 2024
35
$102.54 - $108.16 $3.59K - $3.79K
IYF
Ishares Tr

ETFs
Q1 2024 Filed on Apr 30, 2024
6
$83.91 - $95.65 $503 - $574
DE
Deere & CO

Industrials
Q1 2024 Filed on Apr 30, 2024
3
$356.78 - $410.74 $1.07K - $1.23K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2024 Filed on Apr 30, 2024
7
$214.01 - $446.23 $1.5K - $3.12K
OMCL
Omnicell, Inc

Healthcare
Q1 2024 Filed on Apr 30, 2024
19
$26.15 - $37.33 $497 - $709
Orchard Therapeutics PLC
Q1 2024 Filed on Apr 30, 2024
100
N/A
PXD
Pioneer Natural Resources CO

Energy
Q1 2024 Filed on Apr 30, 2024
707
$216.49 - $262.5 $153K - $186K
XLK
Technology Sector Spdr

ETFs
Q1 2024 Filed on Apr 30, 2024
635
$184.12 - $211.02 $117K - $134K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2024 Filed on Apr 30, 2024
118
$86.99 - $98.2 $10.3K - $11.6K
TRU
Trans Union

Industrials
Q1 2024 Filed on Apr 30, 2024
2,311
$63.51 - $80.9 $147K - $187K
UDR
Udr, Inc.

Real Estate
Q1 2024 Filed on Apr 30, 2024
150
$34.62 - $38.64 $5.19K - $5.8K
XSMO
Invesco S&P Smallcap Momentum

ETFs
Q1 2024 Filed on Apr 30, 2024
55
$54.33 - $60.32 $2.99K - $3.32K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2024 Filed on Apr 30, 2024
43
$87.09 - $114.86 $3.74K - $4.94K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2024 Filed on Apr 30, 2024
2,253
$73.21 - $85.99 $165K - $194K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q1 2024 Filed on Apr 30, 2024
153
$85.54 - $95.5 $13.1K - $14.6K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2024 Filed on Apr 30, 2024
5
$372.06 - $438.44 $1.86K - $2.19K
ATO
Atmos Energy Corp

Utilities
Q1 2024 Filed on Apr 30, 2024
500
$110.89 - $118.87 $55.4K - $59.4K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2024 Filed on Apr 30, 2024
177
$7.77 - $10.61 $1.38K - $1.88K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2024 Filed on Apr 30, 2024
3,698
$40.92 - $45.2 $151K - $167K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
129
$23.87 - $28.53 $3.08K - $3.68K
CTRA
Coterra Energy Inc.

Energy
Q1 2024 Filed on Apr 30, 2024
526
$23.91 - $27.88 $12.6K - $14.7K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
56
$244.36 - $334.55 $13.7K - $18.7K
DFAT
Dimensional ETF Tr U S Target

ETFs
Q1 2024 Filed on Apr 30, 2024
2,073
$49.45 - $54.43 $103K - $113K
NDJI
ETF Ser Solutions Nationwide D

ETFs
Q1 2024 Filed on Apr 30, 2024
277,765
$0.0 - $21.46 $0 - $5.96M
ETSY
Etsy Inc

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
2,242
$65.75 - $81.08 $147K - $182K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
50
$131.11 - $159.47 $6.56K - $7.97K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q1 2024 Filed on Apr 30, 2024
1,089
$17.09 - $18.0 $18.6K - $19.6K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2024 Filed on Apr 30, 2024
1,816
$19.39 - $20.35 $35.2K - $37K
LIT
Global X Fds Global X Lithium

ETFs
Q1 2024 Filed on Apr 30, 2024
130
$39.45 - $50.29 $5.13K - $6.54K
GLOB
Globant S.A.

Technology
Q1 2024 Filed on Apr 30, 2024
5
$197.24 - $249.69 $986 - $1.25K
ILMN
Illumina, Inc.

Healthcare
Q1 2024 Filed on Apr 30, 2024
0
$127.73 - $147.2 $0 - $0
UEIC
Universal Electronics Inc

Technology
Q1 2024 Filed on Apr 30, 2024
50
$8.19 - $10.16 $410 - $508
KEYS
Keysight Technologies, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
1,158
$144.04 - $161.52 $167K - $187K
WD
Walker & Dunlop, Inc.

Financial Services
Q1 2024 Filed on Apr 30, 2024
20
$89.04 - $108.45 $1.78K - $2.17K
Wells Fargo CO New
Q1 2024 Filed on Apr 30, 2024
5
N/A
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q1 2024 Filed on Apr 30, 2024
11
$282.55 - $336.33 $3.11K - $3.7K
DHS
Wisdomtree Tr U.S

ETFs
Q1 2024 Filed on Apr 30, 2024
383
$79.77 - $86.66 $30.6K - $33.2K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2024 Filed on Apr 30, 2024
210
$38.38 - $42.63 $8.06K - $8.95K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2024 Filed on Apr 30, 2024
96
$91.71 - $111.59 $8.8K - $10.7K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
Q1 2024 Filed on Apr 30, 2024
382
$44.71 - $45.52 $17.1K - $17.4K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2024 Filed on Apr 30, 2024
385
$98.36 - $99.47 $37.9K - $38.3K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2024 Filed on Apr 30, 2024
398
$42.98 - $43.99 $17.1K - $17.5K
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