Centric Wealth Management CAPITOL SER TR Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 2025
Number of Shares
8,626
Previous 8,809 2.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025
SELL
N/A
-183 Reduced 2.08%
8,626 $0
Q2 2025

Aug 12, 2025
BUY
N/A
17 Added 0.19%
8,809 $0
Q1 2025

May 15, 2025
SELL
N/A
-5,834 Reduced 39.89%
8,792 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-1,965 Reduced 11.84%
14,626 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,320 Added 100.59%
16,591 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-2,027 Reduced 19.68%
8,271 $0
Q1 2024

May 01, 2024
BUY
N/A
10,298 New
10,298 $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