Concord Wealth Partners Spdr Index Shs Fds S&P Intl Di Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Concord Wealth Partners holds 92,413 shares of DWX stock, worth $3.26 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
92,413
Previous 93,150
0.79%
Holding current value
$3.26 Million
Previous $3.58 Million
9.68%
% of portfolio
0.54%
Previous 0.6%
Shares
19 transactions
Others Institutions Holding DWX
# of Institutions
135Shares Held
5.43MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY939KShares$33.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC782KShares$27.6 Million0.0% of portfolio
-
Ubs Group Ag357KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA266KShares$9.38 Million0.0% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management223KShares$7.87 Million0.21% of portfolio