Centerline Wealth Advisors, LLC GE VERNOVA INC Transaction History

Centerline Wealth Advisors, LLC

  • $276 Billion
  • Q4 2025
Number of Shares
448
Previous 452 0.88%
Holding current value
$293 Million
Previous $278 Million 5.35%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
N/A
-4 Reduced 0.88%
448 $293 Million
Q3 2025

Oct 15, 2025
SELL
N/A
-94 Reduced 17.22%
452 $278 Million
Q2 2025

Jul 15, 2025
BUY
N/A
546 New
546 $289 Million
Track This Portfolio

Track Centerline Wealth Advisors, LLC Portfolio

Follow Centerline Wealth Advisors, 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 Centerline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email