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Proshares Tr S&p Tech Dividen shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Proshares Tr S&p Tech Dividen (TDV) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Proshares Tr S&p Tech Dividen

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr S&p Tech Dividen held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr S&p Tech Dividen by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 19k 71.99

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Proshares Tr S&p Tech Dividen

Orion Portfolio Solutions
Wells Fargo & Company
Morgan Stanley
Commonwealth Equity Services
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Mirae Asset Global Investments
LPL Financial
Advisor Group Holdings
Feltz Wealth PLAN
WealthPlan Investment Management
Raymond James & Associates
Toth Financial Advisory Corporation

View all funds holding Proshares Tr S&p Tech Dividen