Centricity Wealth Management, LLC Purchases and Sells in Q1 2025

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025

Top Buys

Incresed Positions

73 operations
Stock Shares change Price Range Shares Held Trade History
6.86K
+ 13.39%
$74.85 - $84.89 $514K - $583K
58.1K $4.75B
3.92K
+ 25.67%
$179.71 - $192.06 $704K - $752K
19.2K $3.53B
343
+ 3.27%
$243.19 - $288.14 $83.4K - $98.8K
10.8K $3.12B
7.72K
+ 20.76%
$60.46 - $64.42 $467K - $497K
44.9K $2.77B
16.9K
+ 10.26%
$23.9 - $24.18 $404K - $409K
182K $4.39B
8.28K
+ 8.99%
$50.39 - $50.66 $417K - $419K
100K $5.08B
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
484
New
$67.24 - $84.27 $32.5K - $40.8K
484 $33M
230
New
$127.48 - $142.0 $29.3K - $32.7K
230 $29.9M
360
New
$45.23 - $49.95 $16.3K - $18K
360 $17.7M
158
New
$64.98 - $124.62 $10.3K - $19.7K
158 $13.3M
OUTSET MED INC
563
New
N/A
563 $6.23M
ISHARES TR IBONDS 27 ETF
210
New
N/A
210 $5.12M
View all

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
-9.94K
- 25.01%
$27.01 - $28.54 $269K - $284K
29.8K $833M
-376
- 5.53%
$106.98 - $149.43 $40.2K - $56.2K
6.43K $696M
-185
- 3.41%
$209.68 - $247.1 $38.8K - $45.7K
5.24K $1.16B
-25
- 1.27%
$167.43 - $244.7 $4.19K - $6.12K
1.95K $326M
-2
- 0.04%
$551.42 - $612.93 $1.1K - $1.23K
4.88K $2.73B
-202
- 34.59%
$271.83 - $371.23 $54.9K - $75K
382 $104M
View all
Activity Summary
Buys All Purchases 82 New Holdings 9 Increased Positions 73 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email