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Capitol Ser Tr Hull shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Capitol Ser Tr Hull (HTUS) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Capitol Ser Tr Hull

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr Hull held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr Hull by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $399k 10k 38.73

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Microsoft Corporation (MSFT)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Ishares Tr 3 7 Yr Treas Bd (IEI)
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View all positions for Centric Wealth Management

Top funds holding Capitol Ser Tr Hull

LPL Financial
Nia Impact Advisors
Cambridge Investment Research Advisors
Western Wealth Management
Envestnet Asset Management
Advisor Group Holdings
Centric Wealth Management
Gts Securities
PFG Investments
Private Advisor
Principal Securities
Royal Bank of Canada
UBS Group

View all funds holding Capitol Ser Tr Hull