CONCENTRIC WEALTH MANAGEMENT, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, CONCENTRIC WEALTH MANAGEMENT, LLC opened 1 positions, added to 16, reduced 10, sold out of 0 and left 12 unchanged. The largest increase in value was FNDF (+$1,327,016); the largest decrease was SGOV (-$177,191).
- DIA: Country of operation —; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 475.
Two Form 13F-HR filings compared (SEC CIK 1695345): 2024-06-30 (filed 2024-08-14) and 2024-09-30 (filed 2024-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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