Centric Wealth Management Invesco Et Self Idxd Fd Tr Def Transaction History
Centric Wealth Management
- $350 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DEF
# of Institutions
79Shares Held
1.41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC263KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO137KShares$00.0% of portfolio
-
Envestnet Asset Management Inc127KShares$00.0% of portfolio
-
1900 Wealth Management LLC76.9KShares$00.0% of portfolio