Number of Shares
318
Previous 50 536.0%
Holding current value
$19.5 Million
Previous $2.34 Million 731.48%
% of portfolio
0.02%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

BUY
N/A
268 Added 536.0%
318 $19.5 Million
Q1 2025

Apr 14, 2025

BUY
N/A
50 New
50 $2.34 Million
Track This Portfolio

Track Centricity Wealth Management, LLC Portfolio

Follow Centricity Wealth Management, LLC 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 Centricity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centricity Wealth Management, LLC with notifications on news.