CW
| |
Concord Wealth Partners13F | |
Concord Wealth Partners | |
Last update 2024-10-24 | 956 Stocks (202 new) |
Value $599.00 Mil | Turnover 6 % |
Portfolio Report |
Concord Wealth Partners's Top Stock Picks
View Full List
Ticker |
---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Concord Wealth Partners Total Holding History ($B)
Concord Wealth Partners's Asset Allocation
Concord Wealth Partners Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Concord Wealth Partners's Hypothetical Growth since 2024-09-30
Concord Wealth Partners's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Concord Wealth Partners's Holdings Heat Map
Size field:
Concord Wealth Partners's Holdings Bubble Chart
Concord Wealth Partners News
- 1