Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History

Concord Wealth Partners

$710 Million
Q3 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 14,160 shares of TDV stock, worth $1.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,160

Previous 15,004 5.63%

Holding current value

$1.2 Million

Previous $1.25 Million 1.92%

% of portfolio

0.17%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$81.75 - $88.12 $68,997 - $74,373	-844 Reduced 5.63%	14,160 $1.22 Million
Q2 2025 Jul 25, 2025	SELL	$62.35 - $83.2 $215,980 - $288,204	-3,464 Reduced 18.76%	15,004 $1.25 Million
Q1 2025 May 02, 2025	SELL	$72.31 - $80.69 $29,140 - $32,518	-403 Reduced 2.14%	18,468 $1.35 Million
Q4 2024 Jan 23, 2025	BUY	$74.69 - $79.24 $43,618 - $46,276	584 Added 3.19%	18,871 $1.42 Million
Q3 2024 Oct 24, 2024	SELL	$69.59 - $79.2 $103,062 - $117,295	-1,481 Reduced 7.49%	18,287 $1.41 Million

Q2 2024 Jul 31, 2024	BUY	$67.37 - $76.12 $87,783 - $99,184	1,303 Added 7.06%	19,768 $1.47 Million
Q1 2024 Apr 30, 2024	BUY	$66.55 - $72.09 $1.23 Million - $1.33 Million	18,465 New	18,465 $1.33 Million

Others Institutions Holding TDV

# of Institutions

Shares Held

2.4M

Call Options Held

Put Options Held

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About PROSHARES TR S&P TECH DIVID AR

Ticker TDV
Sector ETFs
Industry ETFs

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Concord Wealth Partners Proshares Tr S&P Tech Divid Ar Transaction History