Number of Shares
6,347
Previous 3,318 91.29%
Holding current value
$15,000
Previous $11,000 36.36%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 01, 2025

BUY
N/A
3,029 Added 91.29%
6,347 $15,000
Q1 2025

May 12, 2025

BUY
N/A
3,318 New
3,318 $11,000
Track This Portfolio

Track Centerpoint Advisors, LLC Portfolio

Follow Centerpoint 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 Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.