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 $19,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 847 80.05%
Holding current value
$19,269
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$20.52 - $113.87 $13,912 - $77,203
-678 Reduced 80.05%
169 $18,000
Q1 2024

Apr 30, 2024
BUY
$16.61 - $18.63 $14,068 - $15,779
847 New
847 $15,000

Others Institutions Holding SFY

# of Institutions
27
Shares Held
33.1M
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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