Centric Wealth Management BANK MONTREAL QUE Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 2025
Number of Shares
70,533
Previous 220,533 68.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
N/A
-150,000 Reduced 68.02%
70,533 $0
Q2 2025

Aug 12, 2025
BUY
N/A
220,533 New
220,533 $0
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