AssuredPartners Investment Advisors’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Sell	1,164 -165	-12%	-$32K	0.06%	219
2025 Q1	$238K	Buy	+1,329	New	+$238K	0.05%	292