Concord Wealth Partners Invesco ETF Tr Ii S&P Smallcap Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Concord Wealth Partners holds 97,268 shares of XSHD stock, worth $1.28 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
97,268
Previous 75,291 29.19%
Holding current value
$1.28 Million
Previous $1.1 Million 23.29%
% of portfolio
0.23%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$13.81 - $14.82 $303,502 - $325,699
21,977 Added 29.19%
97,268 $1.35 Million
Q4 2024

Jan 23, 2025
BUY
$14.42 - $15.68 $573,959 - $624,111
39,803 Added 112.16%
75,291 $1.1 Million
Q3 2024

Oct 24, 2024
BUY
$14.17 - $15.9 $30,352 - $34,057
2,142 Added 6.42%
35,488 $546,000
Q2 2024

Jul 31, 2024
BUY
$14.16 - $15.23 $65,206 - $70,134
4,605 Added 16.02%
33,346 $476,000
Q1 2024

Apr 30, 2024
BUY
$14.78 - $16.52 $424,791 - $474,801
28,741 New
28,741 $443,000

Others Institutions Holding XSHD

# of Institutions
34
Shares Held
729K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHD Quotes by TradingView
  • Ticker XSHD
  • Sector ETFs
  • Industry ETFs
More about XSHD
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email