Concentric Wealth Management, LLC

SEC CIK: 0001695345
Latest filing: Nov 13, 2024

SEC filings (opens in a new tab)

OKE holding history

ONEOK 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.

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

Shares (Q3 2024): 2,534
Value: $230.9K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2024

Holdings of OKE by Concentric Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	2,534	$230.9K	0.1%	00.0%	Unchanged	Holders
Q2 2024	2,534	$206.6K	0.1%	00.0%	Unchanged	Holders
Q1 2024	2,534	$203.2K	0.1%	+2,534	New	Holders