Concord Wealth Partners's ownership history for SPY

Concord Wealth Partners currently holds 1.6K shares with a market value of $1.1M. It started holding SPY on 2024-09-30. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 830 shares on 2024-09-30, with a value of $476.1K on 2024-09-30. In the recent 180 days, Concord Wealth Partners has increased its shares by 25. In the recent year, Concord Wealth Partners has increased its shares by 777.