Centric Wealth Management Invesco Actively Transaction History

Centric Wealth Management

$350 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 03, 2019	SELL	$89.74 - $96.82 $1 Million - $1.08 Million	-11,192 Closed	0 $0
Q2 2019 Jul 08, 2019	BUY	$86.67 - $94.06 $970,010 - $1.05 Million	11,192 New	11,192 $1.01 Million

Others Institutions Holding PSR

# of Institutions

59

Shares Held

1.31M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

949K
Shares

$83.5 Million
0.18% of portfolio
Itau Unibanco Holding S.A. Sao Paulo, D5

48.5K
Shares

$4.27 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

40.5K
Shares

$3.56 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

31.1K
Shares

$2.74 Million
0.01% of portfolio
Morgan Stanley New York, NY

26.1K
Shares

$2.3 Million
0.0% of portfolio

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