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Centricity Wealth Management, LLC

SEC CIK
0002054645
Latest filing
Jul 18, 2025

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2025 holdings

Shares (Q2 2025)
2,422
Value
$859.9K
% of portfolio
0.7%
Quarters held
3
Since Q4 2024
Holdings of V by Centricity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20252,422$859.9K0.7%00.0%UnchangedHolders
Q1 20252,422$848.8K0.8%00.0%UnchangedHolders
Q4 20242,422$765.4K0.7%–No prior filingHolders