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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
2024-09-30 $1.4M 18k 77.07
2024-06-30 $1.5M 20k 74.60
2024-03-31 $1.3M 19k 71.99

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
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
Morgan Stanley
Wells Fargo & Company
Commonwealth Equity Services
Bank of America Corporation
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Feltz Wealth PLAN
Advisor Group Holdings
Cambridge Investment Research Advisors
Townsquare Capital
Brown Wealth Management
WealthPlan Investment Management
Mirae Asset Global Investments

View all funds holding Proshares Tr S&p Tech Dividen