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 $463,501. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,443Holding current value
$463,501% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$817 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$698 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$474 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$396 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$264 Million0.02% of portfolio