Concentrum Wealth Management FIRST TRUST BLOOMBERG R&D LEADERS ETF Transaction History

Concentrum Wealth Management

  • $347 Billion
  • Q3 2025
Number of Shares
8,985
Previous 15,990 43.81%
Holding current value
$266 Million
Previous $361 Million 26.17%
% of portfolio
0.08%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-7,005 Reduced 43.81%
8,985 $266 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-1,750 Reduced 9.86%
15,990 $397 Million
Q3 2024

Nov 13, 2024
BUY
N/A
3,255 Added 22.47%
17,740 $414 Million
Q2 2024

Aug 13, 2024
BUY
N/A
14,485 New
14,485 $326 Million
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