Centric Wealth Management ETF SER SOLUTIONS Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 2025
Number of Shares
14,848
Previous 11,360 30.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
N/A
3,488 Added 30.7%
14,848 $0
Q2 2025

Aug 12, 2025
BUY
N/A
4,271 Added 60.25%
11,360 $0
Q1 2025

May 15, 2025
BUY
N/A
7,089 New
7,089 $0
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