Concord Wealth Partners ETFs

Concord Wealth Partners

  • $673 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8,000 0.0% of portfolio
186
Q2 2025 Added 0.54%
$66.3B
$8,000 0.0% of portfolio
100
Q3 2024 Reduced 66.67%
$0
$8,000 0.0% of portfolio
123
Q2 2025 New
$0
$7,000 0.0% of portfolio
257
Q2 2025 Added 1.98%
$0
$7,000 0.0% of portfolio
50
Q1 2025 Reduced 45.05%
$0
$6,000 0.0% of portfolio
156
Q2 2025 Reduced 56.3%
$0
$6,000 0.0% of portfolio
224
Q2 2025 Reduced 58.6%
$0
$6,000 0.0% of portfolio
48
Q2 2025 Reduced 11.11%
$0
$6,000 0.0% of portfolio
103
Q2 2025 New
$0
$5,000 0.0% of portfolio
45
Q4 2024 New
$0
$5,000 0.0% of portfolio
74
Q1 2025 Added 1.37%
$0
$5,000 0.0% of portfolio
102
Q2 2025 Added 0.99%
$0
$5,000 0.0% of portfolio
112
Q2 2025 New
$0
$5,000 0.0% of portfolio
74
Q1 2025 Reduced 90.56%
$0
$4,000 0.0% of portfolio
59
Q2 2025 New
$0
$4,000 0.0% of portfolio
51
Q4 2024 Added 2.0%
$0
$4,000 0.0% of portfolio
39
Q3 2024 Reduced 9.3%
$0
$4,000 0.0% of portfolio
105
Q1 2025 New
$0
$4,000 0.0% of portfolio
87
Q4 2024 Added 2.35%
$0
$4,000 0.0% of portfolio
206
Q4 2024 Reduced 49.63%
$0
$4,000 0.0% of portfolio
72
Q4 2022 New
$0
$3,000 0.0% of portfolio
53
Q2 2025 New
$0
$3,000 0.0% of portfolio
128
Q2 2025 Added 0.79%
$0
$3,000 0.0% of portfolio
21
Q2 2023 Reduced 27.59%
$0
$2,000 0.0% of portfolio
74
Q1 2025 New
$0
$2,000 0.0% of portfolio
14
Q2 2025 Reduced 17.65%
$0
$2,000 0.0% of portfolio
43
Q3 2024 Reduced 6.52%
$0
$2,000 0.0% of portfolio
32
Q2 2025 Reduced 79.49%
$0
$2,000 0.0% of portfolio
36
Q4 2024 Reduced 73.33%
$0
$2,000 0.0% of portfolio
42
Q2 2025 Reduced 88.83%
$0
$1,000 0.0% of portfolio
27
Q1 2024 Reduced 25.0%
$0
$1,000 0.0% of portfolio
61
Q2 2025 Reduced 78.14%
$0
$1,000 0.0% of portfolio
23
Q4 2024 Added 4.55%
$53.5B
$1,000 0.0% of portfolio
31
Q4 2024 Reduced 78.47%
$0
$1,000 0.0% of portfolio
37
Q4 2024 Reduced 92.73%
$0
$1,000 0.0% of portfolio
29
Q3 2024 Reduced 9.38%
$0
$1,000 0.0% of portfolio
15
Q1 2025 Reduced 95.48%
$0
$1,000 0.0% of portfolio
11
Q2 2025 Added 120.0%
$0
$1,000 0.0% of portfolio
50
Q4 2022 New
$0
$1,000 0.0% of portfolio
39
Q1 2024 New
$0
$1,000 0.0% of portfolio
35
Q3 2023 New
$0
$1,000 0.0% of portfolio
35
Q1 2025 New
$0
$0 0.0% of portfolio
2
Q2 2024 New
$0
$0 0.0% of portfolio
14
Q4 2024 Reduced 74.55%
$0
$0 0.0% of portfolio
1
Q2 2025 Reduced 97.22%
$0
$0 0.0% of portfolio
18
Q3 2024 Reduced 10.0%
$0
$0 0.0% of portfolio
80
Q2 2025 Reduced 53.49%
$0
$0 0.0% of portfolio
5,254
Q2 2025 Reduced 3.45%
$0
$0 0.0% of portfolio
2
Q2 2025 Reduced 98.31%
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