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Concord Wealth Partners lowered its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 5.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 167,537 shares of the company’s stock after selling 8,824 shares during the […]
Concord Wealth Partners grew its holdings in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 12.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 404,204 shares of the company’s stock after purchasing an additional 45,967 shares during the quarter. SPDR Blackstone Senior Loan ETF makes up approximately 4.8% of […]
Concord Wealth Partners grew its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 22.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 879 shares of the company’s stock after acquiring an additional 160 shares during the […]
Concord Wealth Partners increased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,002 shares of the semiconductor manufacturer’s stock after purchasing an additional 163 shares during the […]
Concord Wealth Partners boosted its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,002 shares of the semiconductor manufacturer’s stock after buying an additional 163 shares during the quarter. Concord Wealth Partners’ holdings in Broadcom were worth $1,284,000 as of its most recent […]