AWA
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AGH Wealth Advisors’s Fiserv FI Stock Holding History

AGH Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Buy
1,442
+28
+2% +$4.83K 0.2% 99
2025
Q1 		$312K Sell
1,414
-5
-0.4% -$1.1K 0.3% 79
2024
Q4 		$291K Buy
+1,419
New +$291K 0.27% 87