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Concord Wealth Partners Reduces Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Concord Wealth Partners decreased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 22.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 126,395 shares of the company’s stock after selling 37,406 shares during the quarter. Schwab US Dividend […] ....

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SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN) Holdings Increased by Concord Wealth Partners

Concord Wealth Partners boosted its position in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 498,438 shares of the company’s stock after purchasing an additional 5,721 shares during the quarter. […] ....

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Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) is Concord Wealth Partners' 9th Largest Position

Concord Wealth Partners boosted its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 46.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 237,096 shares of the company’s stock after buying an additional 74,686 shares during the quarter. […] ....

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SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Purchased by Concord Wealth Partners

Concord Wealth Partners increased its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 37.3% in the second quarter, Holdings Channel reports. The firm owned 211,733 shares of the company’s stock after purchasing an additional 57,465 shares during the period. SPDR Portfolio Developed World ex-US ETF comprises 1.5% of Concord Wealth […] ....

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SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN) Shares Purchased by Concord Wealth Partners

Concord Wealth Partners lifted its stake in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 21.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 492,717 shares of the company’s stock after purchasing an additional 88,513 shares during the period. […] ....

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