Number of Shares
10,585.00
Current Holdings Value*
$8.74 Mil
% of Portfolio
2.3%
Total Estimate Gain
$10.50 Mil
% of Total Estimate Gain
315.63%

Centric Wealth Management's Eli Lilly and Co Holding Summary

As of 2025-03-31, Centric Wealth Management held 10,585.00 shares of Eli Lilly and Co(LLY), totaling $8.74 Mil. This investment constitutes 2.3% of their stock portfolio, and Centric Wealth Management now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2018Q4. And since then Centric Wealth Management has made 11 purchases of LLY, at an average price of $147.39, for a total of 22,571.00 shares. In addition, there have been 14 sales at an average price of $453.27 for 11,986.00 shares. Based on historical transaction data and LLY's current price of $793.01, Centric Wealth Management's estimated gain on his LLY holdings is $10.50 Mil, reflecting a 315.63% gain to date.

Centric Wealth Management LLY ($793.01) Holding Chart

Centric Wealth Management LLY ($793.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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