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Tidal Tr Ii Defiance shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Tidal Tr Ii Defiance (JEPY) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Tidal Tr Ii Defiance

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All positions including Tidal Tr Ii Defiance held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Tr Ii Defiance by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $335k 20k 16.62
2023-12-31 $347k 20k 17.73

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Top funds holding Tidal Tr Ii Defiance

Virtue Capital Management
Coppell Advisory Solutions
Goldman Sachs Group
Toroso Investments
Centric Wealth Management
UBS Group
Ancora Advisors

View all funds holding Tidal Tr Ii Defiance