Concentrum Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Concentrum Wealth Management
- $284 Billion
- Q4 2024
A detailed history of Concentrum Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concentrum Wealth Management holds 12,443 shares of SDVY stock, worth $391,705. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,443Holding current value
$391,705% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$691 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$590 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$401 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$223 Million0.02% of portfolio