Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
BCAL holding history
California BanCorp 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.
BCAL overviewAll 13F holders of BCALFull Q3 2024 holdings
- Shares (Q3 2024)
- 24,443
- Value
- $361.5K
- % of portfolio
- 0.1%
- Quarters held
- 1
- Since Q3 2024