Centric Wealth Management Tidal ETF Tr Sofi 500 ETF Transaction History

Centric Wealth Management

  • $329 Million
  • Q2 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 43,441 shares of SFY stock, worth $4.59 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
43,441
Previous 44,179 1.67%
Holding current value
$4.59 Million
Previous $823,000 4.74%
% of portfolio
0.26%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
31
Shares Held
34.5M
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
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