Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
DIA holding history
SPDR Dow Jones Industrial Average ETF Trust 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.
DIA overviewAll 13F holders of DIAFull Q3 2024 holdings
- Shares (Q3 2024)
- 475
- Value
- $201.0K
- % of portfolio
- <0.1%
- Quarters held
- 2
- Since Q4 2021