Centric Wealth Management's ownership history for WTMF

Centric Wealth Management currently holds 10.9K shares with a market value of $415.6K. It started holding WTMF on 2024-09-30. At its peak, it held 14.7K shares on 2024-09-30. Its highest holding value was $516.9K on 2024-09-30. At its lowest, it held 10.9K shares on 2025-09-30, with a value of $415.6K on 2025-09-30. In the recent 180 days, Centric Wealth Management has decreased its shares by 2.4K. In the recent year, Centric Wealth Management has decreased its shares by 3.7K.