Concord Wealth Partners Spdr Index Shs Fds S&P Intl Di Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Concord Wealth Partners holds 232,618 shares of DWX stock, worth $10.1 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
232,618
Previous 228,260
1.91%
Holding current value
$10.1 Million
Previous $9.62 Million
3.23%
% of portfolio
1.4%
Previous 1.43%
Shares
22 transactions
Others Institutions Holding DWX
# of Institutions
154Shares Held
6.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY839KShares$36.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC718KShares$31.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA619KShares$26.9 Million0.01% of portfolio
-
Ubs Group Ag414KShares$18 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA273KShares$11.9 Million7.26% of portfolio