Concord Wealth Partners Options Holdings
Concord Wealth Partners
- $548 Million
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 852
- Current Value $548 Million
- Prior Value $494 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 75 stocks
- Additional Purchases 286 stocks
- Sold out of 73 stocks
- Reduced holdings in 205 stocks