Number of Shares
95,005
Previous 90,485 5.0%
Holding current value
$3.07 Billion
Previous $3.01 Billion 1.87%
% of portfolio
3.02%
Previous 2.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
N/A
4,520 Added 5.0%
95,005 $3.07 Billion
Q4 2024

Jan 30, 2025

BUY
N/A
90,485 New
90,485 $3.01 Billion
Track This Portfolio

Track Centerpoint Advisory Group Portfolio

Follow Centerpoint Advisory Group 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 Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisory Group with notifications on news.