Centric Wealth Management Tidal ETF Tr Sofi 500 ETF Transaction History

Centric Wealth Management

  • $383 Million
  • Q3 2024

A detailed history of Centric Wealth Management transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Centric Wealth Management holds 8,954 shares of SFY stock, worth $1.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,954
Previous 43,441 79.39%
Holding current value
$1.01 Million
Previous $862,000 78.42%
% of portfolio
0.05%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$18.31 - $20.82 $631,456 - $718,019
-34,487 Reduced 79.39%
8,954 $186,000
Q2 2024

Aug 13, 2024
SELL
$17.63 - $20.15 $13,010 - $14,870
-738 Reduced 1.67%
43,441 $862,000
Q1 2024

May 01, 2024
SELL
$16.61 - $18.63 $8,869 - $9,948
-534 Reduced 1.19%
44,179 $823,000
Q4 2023

Feb 06, 2024
BUY
$14.59 - $17.08 $652,362 - $763,698
44,713 New
44,713 $757,000

Others Institutions Holding SFY

# of Institutions
28
Shares Held
33.2M
Call Options Held
0
Put Options Held
0
View Full List

About TIDAL ETF TR SOFI 500 ETF

SFY Quotes by TradingView
  • Ticker SFY
  • Sector ETFs
  • Industry ETFs
More about SFY
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