Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Concord Wealth Partners holds 15,004 shares of TDV stock, worth $1.25 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,004
Previous 18,468
18.76%
Holding current value
$1.25 Million
Previous $1.35 Million
7.21%
% of portfolio
0.19%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding TDV
# of Institutions
81Shares Held
2.31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY290KShares$24.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC245KShares$20.4 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA185KShares$15.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC178KShares$14.9 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC171KShares$14.3 Million0.02% of portfolio