Stay updated with breaking news from Wealth Partner. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Concord Wealth Partners boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 7.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 102,677 shares of the company’s stock after acquiring an additional […]
Concord Wealth Partners lifted its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 27.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 4,732 shares of the semiconductor company’s stock after purchasing an additional 1,016 shares during the quarter. Concord Wealth Partners’ holdings […]
Concord Wealth Partners lessened its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 10.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,725 shares of the company’s stock after selling 2,371 shares during […]
Concord Wealth Partners lifted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 124.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,623 shares of the utilities provider’s stock after buying an additional 5,890 shares during the period. Concord […]
Concord Wealth Partners boosted its position in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 42.3% in the first quarter, HoldingsChannel reports. The firm owned 5,195 shares of the company’s stock after buying an additional 1,544 shares during the quarter. Concord Wealth Partners’ holdings in Xcel Energy were worth $350,000 as of its most recent […]