Concentric Wealth Management, LLC

SEC CIK: 0001695345
Latest filing: Nov 13, 2024

SEC filings (opens in a new tab)

MMP holding history

Magellan Midstream Partners, L.P. 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.

MMP overview All 13F holders of MMP Full Q3 2024 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of MMP by Concentric Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−4,000−100.0%	Sold out	Holders
Q2 2023	4,000	$249.3K	0.1%	00.0%	Unchanged	Holders
Q1 2023	4,000	$217.0K	0.1%	−75−1.8%	Reduced	Holders
Q4 2022	4,075	$204.6K	0.1%	+4,075	New	Holders