Centric Wealth Management Options Holdings

Centric Wealth Management

  • $415 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Graniteshares ETF Tr
CALL
$0
2.9K
Q3 2025
Reduced 3.33%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $415 Million
  • Prior Value $399 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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