Concentric Wealth Management, LLC New Holdings in Q3 2024

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BCAL
Southern Calif Bancorp Com

Financial Services
24.4K
New
$13.27 - $15.79 $324K - $386K
24.4K $361K
CARR
Carrier Global Corp

Industrials
2.65K
New
$61.9 - $80.88 $164K - $214K
2.65K $213K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
475
New
$386.81 - $423.12 $184K - $201K
475 $200K
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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