Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VGSH
Vanguard

ETFs
Q3 2024 Filed on Oct 24, 2024
464
$57.74 - $59.13 $26.8K - $27.4K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2024 Filed on Jul 31, 2024
54
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q1 2024 Filed on Apr 30, 2024
3,698
$40.92 - $45.2 $151K - $167K
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q1 2024 Filed on Apr 30, 2024
421
$25.32 - $27.96 $10.7K - $11.8K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
1,158
$144.04 - $161.52 $167K - $187K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
56
$244.36 - $334.55 $13.7K - $18.7K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2024 Filed on Apr 30, 2024
35
$102.54 - $108.16 $3.59K - $3.79K
NDJI
ETF Ser Solutions Nationwide D

ETFs
Q1 2024 Filed on Apr 30, 2024
277,765
$0.0 - $21.46 $0 - $5.96M
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2024 Filed on Apr 30, 2024
100
$87.55 - $93.2 $8.76K - $9.32K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2024 Filed on Apr 30, 2024
652
$207.77 - $286.45 $135K - $187K
MRVL
Marvell Technology, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
39
$56.76 - $85.09 $2.21K - $3.32K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
72
$97.57 - $130.89 $7.03K - $9.42K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2024 Filed on Apr 30, 2024
7
$214.01 - $446.23 $1.5K - $3.12K
OMCL
Omnicell, Inc

Healthcare
Q1 2024 Filed on Apr 30, 2024
19
$26.15 - $37.33 $497 - $709
Orchard Therapeutics PLC
Q1 2024 Filed on Apr 30, 2024
100
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
50
$131.11 - $159.47 $6.56K - $7.97K
XSMO
Invesco S&P Smallcap Momentum

ETFs
Q1 2024 Filed on Apr 30, 2024
55
$54.33 - $60.32 $2.99K - $3.32K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2024 Filed on Apr 30, 2024
43
$87.09 - $114.86 $3.74K - $4.94K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2024 Filed on Apr 30, 2024
177
$7.77 - $10.61 $1.38K - $1.88K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
129
$23.87 - $28.53 $3.08K - $3.68K
CTRA
Coterra Energy Inc.

Energy
Q1 2024 Filed on Apr 30, 2024
526
$23.91 - $27.88 $12.6K - $14.7K
DE
Deere & CO

Industrials
Q1 2024 Filed on Apr 30, 2024
3
$356.78 - $410.74 $1.07K - $1.23K
DFAT
Dimensional ETF Tr U S Target

ETFs
Q1 2024 Filed on Apr 30, 2024
2,073
$49.45 - $54.43 $103K - $113K
ATO
Atmos Energy Corp

Utilities
Q1 2024 Filed on Apr 30, 2024
500
$110.89 - $118.87 $55.4K - $59.4K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
2,242
$65.75 - $81.08 $147K - $182K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q1 2024 Filed on Apr 30, 2024
1,089
$17.09 - $18.0 $18.6K - $19.6K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2024 Filed on Apr 30, 2024
1,816
$19.39 - $20.35 $35.2K - $37K
LIT
Global X Fds Global X Lithium

ETFs
Q1 2024 Filed on Apr 30, 2024
130
$39.45 - $50.29 $5.13K - $6.54K
GLOB
Globant S.A.

Technology
Q1 2024 Filed on Apr 30, 2024
5
$197.24 - $249.69 $986 - $1.25K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2024 Filed on Apr 30, 2024
60
$47.11 - $56.52 $2.83K - $3.39K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2024 Filed on Apr 30, 2024
5
$372.06 - $438.44 $1.86K - $2.19K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q1 2024 Filed on Apr 30, 2024
153
$85.54 - $95.5 $13.1K - $14.6K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2024 Filed on Apr 30, 2024
2,253
$73.21 - $85.99 $165K - $194K
PXD
Pioneer Natural Resources CO

Energy
Q1 2024 Filed on Apr 30, 2024
707
$216.49 - $262.5 $153K - $186K
TRU
Trans Union

Industrials
Q1 2024 Filed on Apr 30, 2024
2,311
$63.51 - $80.9 $147K - $187K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2024 Filed on Apr 30, 2024
750
$76.54 - $85.06 $57.4K - $63.8K
VHT
Vanguard Health Care ETF

ETFs
Q1 2024 Filed on Apr 30, 2024
1
$253.63 - $270.54 $254 - $271
VOX
Vanguard Communication Service

ETFs
Q1 2024 Filed on Apr 30, 2024
4
$115.84 - $131.42 $463 - $526
WD
Walker & Dunlop, Inc.

Financial Services
Q1 2024 Filed on Apr 30, 2024
20
$89.04 - $108.45 $1.78K - $2.17K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2024 Filed on Apr 30, 2024
736
$26.83 - $29.53 $19.7K - $21.7K
Wells Fargo CO New
Q1 2024 Filed on Apr 30, 2024
5
N/A
FQAL
Fidelity Covington Tr Quality

ETFs
Q1 2024 Filed on Apr 30, 2024
925
$53.28 - $58.94 $49.3K - $54.5K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2024 Filed on Apr 30, 2024
188
$54.12 - $59.18 $10.2K - $11.1K
DHS
Wisdomtree Tr U.S

ETFs
Q1 2024 Filed on Apr 30, 2024
383
$79.77 - $86.66 $30.6K - $33.2K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2024 Filed on Apr 30, 2024
210
$38.38 - $42.63 $8.06K - $8.95K
ZS
Zscaler, Inc.

Technology
Q1 2024 Filed on Apr 30, 2024
21
$192.63 - $254.93 $4.05K - $5.35K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
Q1 2024 Filed on Apr 30, 2024
382
$44.71 - $45.52 $17.1K - $17.4K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2024 Filed on Apr 30, 2024
398
$42.98 - $43.99 $17.1K - $17.5K
WDS
Woodside Energy Group LTD

Energy
Q1 2024 Filed on Apr 30, 2024
72
$19.15 - $21.47 $1.38K - $1.55K
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