NVDL — GRANITESHARES ETF TR

Ownership history in Centric Wealth Management  ·  2 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in GRANITESHARES ETF TR (NVDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,900 -100 -3.3% 0.06% $249K $93.62
2025 Q2 INITIATED 3,000 — — 0.05% $208K $70.42
% of Fund (quarterly)    NVDL price (monthly, adj. close)

Other funds also holding NVDL

As of 2025 Q4 — sorted by position size

Sassicaia Capital Advisers LLC 3Y 4.24% TORNO CAPITAL, LLC 2.36% WOODWARD DIVERSIFIED CAPITAL, LLC 3Y 0.73% TRUE Private Wealth Advisors 3Y 7Y 0.59% Client First Investment Management LLC 0.51% HOEY INVESTMENTS, INC 3Y 0.46% Lauer Wealth, LLC 0.32% Claro Advisors Inc. 3Y 7Y 0.23% GTS SECURITIES LLC 0.2% HUB Investment Partners, LLC 3Y 0.17%
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