Centric Wealth Management Hartford Multifactor Developed Transaction History

Centric Wealth Management

  • $399 Million
  • Q2 2025

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 06, 2022
SELL
$24.89 - $29.35 $236,280 - $278,619
-9,493 Closed
0 $0
Q1 2022

Apr 05, 2022
SELL
$27.12 - $30.49 $20,882 - $23,477
-770 Reduced 7.5%
9,493 $276,000
Q4 2021

Jan 27, 2022
SELL
$29.2 - $31.08 $63,130 - $67,194
-2,162 Reduced 17.4%
10,263 $309,000
Q3 2021

Oct 06, 2021
BUY
$30.1 - $31.87 $963 - $1,019
32 Added 0.26%
12,425 $374,000
Q2 2021

Jul 21, 2021
BUY
$30.02 - $31.92 $20,263 - $21,546
675 Added 5.76%
12,393 $381,000
Q4 2020

Feb 16, 2021
SELL
$25.02 - $28.69 $1.22 Million - $1.4 Million
-48,806 Reduced 80.64%
11,718 $332,000
Q3 2020

Oct 05, 2020
BUY
$24.62 - $26.61 $1.22 Million - $1.32 Million
49,489 Added 448.47%
60,524 $1.65 Million
Q2 2020

Jul 29, 2020
SELL
$20.95 - $26.59 $1.04 Million - $1.32 Million
-49,489 Reduced 81.77%
11,035 $272,000
Q1 2020

Apr 08, 2020
BUY
$19.02 - $29.71 $1.15 Million - $1.8 Million
60,524 New
60,524 $1.65 Million
Q4 2019

Jan 06, 2020
SELL
$27.21 - $29.7 $1.65 Million - $1.8 Million
-60,524 Closed
0 $0
Q3 2019

Oct 03, 2019
BUY
$27.53 - $27.96 $1.41 Million - $1.44 Million
51,341 Added 559.09%
60,524 $1.65 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-129 Reduced 1.39%
9,183 $259,000
Q1 2019

Apr 09, 2019
SELL
N/A
-1,291 Reduced 12.18%
9,312 $262,000
Q4 2018

Mar 19, 2019
BUY
N/A
10,603 New
10,603 $274,000

Others Institutions Holding RODM

# of Institutions
121
Shares Held
31M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD MULTIFACTOR DEVELOPED

RODM Quotes by TradingView
  • Ticker RODM
  • Sector ETFs
  • Industry ETFs
More about RODM
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management 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 Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email