Concord Wealth Partners Tidal ETF Tr Sofi 500 ETF Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 169 shares of SFY stock, worth $18,532. This represents 0.0% of its overall portfolio holdings.
Number of Shares
169
Previous 847
80.05%
Holding current value
$18,532
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SFY
# of Institutions
5Shares Held
52.3KCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL20KShares$2.19 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ19.1KShares$2.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL12.6KShares$1.38 Million0.0% of portfolio
-
Annapolis Financial Services, LLC398Shares$43,6440.0% of portfolio