Centric Wealth Management First Tr Exchange Traded Fd Vi Transaction History
Centric Wealth Management
- $350 Million
- Q4 2024
A detailed history of Centric Wealth Management transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Centric Wealth Management holds 12,478 shares of ILDR stock, worth $319,436. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,478
Previous 9,337
33.64%
Holding current value
$319,436
Previous $227,000
40.09%
% of portfolio
0.09%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding ILDR
# of Institutions
25Shares Held
1.97MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC614KShares$15.7 Million0.21% of portfolio
-
Mariner, LLC Overland Park, KS609KShares$15.6 Million0.03% of portfolio
-
Hbw Advisory Services LLC255KShares$6.53 Million1.0% of portfolio
-
Assetmark, Inc92.3KShares$2.36 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX80.3KShares$2.06 Million0.07% of portfolio