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Concord Wealth Partners
Portfolio value
Concord Wealth Partners portfolio value
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$470,683,514
is the total value of the holdings Concord Wealth Partners reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$470,683,514
Q3 2023
$464,313,998
Q2 2023
$352,412,209
Q1 2023
$332,528,063
Q4 2022
$315,136,000
Q3 2022
$364,222,000
Q2 2022
$386,481,000
Q1 2022
$408,683,000
Q4 2021
$244,203,000
Q3 2021
$348,822,000
Q2 2021
$296,854,000
Q1 2021
$129,668,000
Q4 2020