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 $307,957. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,478
Previous 9,337 33.64%
Holding current value
$307,957
Previous $227,000 40.09%
% of portfolio
0.09%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$24.07 - $27.12 $75,603 - $85,183
3,141 Added 33.64%
12,478 $318,000
Q3 2024

Nov 14, 2024
BUY
$20.96 - $24.49 $7,000 - $8,179
334 Added 3.71%
9,337 $227,000
Q2 2024

Aug 13, 2024
BUY
$20.62 - $23.48 $185,641 - $211,390
9,003 New
9,003 $211,000

Others Institutions Holding ILDR

# of Institutions
25
Shares Held
1.97M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD VI

ILDR Quotes by TradingView
  • Ticker ILDR
More about ILDR
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email