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

Concentrum Wealth Management

  • $257 Billion
  • Q3 2024
Number of Shares
17,740
Previous 14,485 22.47%
Holding current value
$414 Million
Previous $326 Million 27.09%
% of portfolio
0.16%
Previous 0.14%

Shares

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