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Concentric Wealth Management, LLC

SEC CIK
0001695345
Latest filing
Nov 13, 2024

AEP holding history

American Electric Power Co Inc in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEP overviewAll 13F holders of AEPFull Q3 2024 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of AEP by Concentric Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−5,118−100.0%Sold outHolders
Q4 20235,118$415.7K0.1%+5,118NewHolders