Number of Shares
406,555
Previous 340,540 19.39%
Holding current value
$21.5 Billion
Previous $17.8 Billion 20.43%
% of portfolio
10.54%
Previous 10.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
N/A
66,015 Added 19.39%
406,555 $21.5 Billion
Q1 2025

Apr 24, 2025

BUY
N/A
3,111 Added 0.92%
340,540 $17.8 Billion
Q4 2024

Jan 28, 2025

BUY
N/A
337,429 New
337,429 $17.4 Billion
Track This Portfolio

Track Centerline Wealth Advisors, LLC Portfolio

Follow Centerline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centerline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerline Wealth Advisors, LLC with notifications on news.