Centric Wealth Management KAYNE ANDERSON BDC INC Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 2025
Number of Shares
143,369
Previous 161,669 11.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
N/A
-18,300 Reduced 11.32%
143,369 $0
Q2 2025

Aug 12, 2025
BUY
N/A
24,049 Added 17.47%
161,669 $0
Q1 2025

May 15, 2025
BUY
N/A
66,350 Added 93.1%
137,620 $0
Q4 2024

Feb 12, 2025
BUY
N/A
71,270 New
71,270 $0
Track This Portfolio

Track Centric Wealth Management Portfolio

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

News

Stay updated on Centric Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email