Concord Wealth Partners Ishares Asia/Pacific Divid 30 Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Ishares Asia/Pacific Divid 30 stock. As of the latest transaction made, Concord Wealth Partners holds 62,143 shares of DVYA stock, worth $2.56 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
62,143
Previous 54,886
13.22%
Holding current value
$2.56 Million
Previous $1.96 Million
22.0%
% of portfolio
0.36%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding DVYA
# of Institutions
32Shares Held
544KCall Options Held
0Put Options Held
0-
Old Port Advisors69.4KShares$2.86 Million0.73% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA62.1KShares$2.56 Million0.36% of portfolio
-
Transform Wealth, LLC58.4KShares$2.4 Million0.13% of portfolio
-
Kovitz Investment Group Partners, LLC57.6KShares$2.37 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.2KShares$1.74 Million0.0% of portfolio