Centricity Wealth Management, LLC
- SEC CIK
- 0002054645
- Latest filing
- Jul 18, 2025
AXP holding history
American Express Co in every 13F filed by Centricity Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q2 2025 holdings
- Shares (Q2 2025)
- 627
- Value
- $200.0K
- % of portfolio
- 0.2%
- Quarters held
- 3
- Since Q4 2024