Centric Wealth Management Options Holdings

Centric Wealth Management

  • $399 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Graniteshares ETF Tr
CALL
$0
3K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $399 Million
  • Prior Value $357 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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