Concord Wealth Partners Tidal ETF Tr Sofi 500 ETF Transaction History
Concord Wealth Partners
- $591 Million
- Q3 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 847 shares of SFY stock, worth $93,432. This represents 0.0% of its overall portfolio holdings.
Number of Shares
847
Previous 847
-0.0%
Holding current value
$93,432
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SFY
# of Institutions
28Shares Held
33.2MCall Options Held
0Put Options Held
0-
Sofi Wealth, LLC32.8MShares$3.61 Billion50.11% of portfolio
-
Teamwork Financial Advisors, LLC133KShares$14.7 Million0.38% of portfolio
-
Toroso Investments, LLC Massapequa, NY49.5KShares$5.46 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A640.5KShares$4.47 Million0.0% of portfolio
-
Wedbush Securities Inc34.1KShares$3.76 Million0.03% of portfolio